EverSource Wealth Advisors’s SiriusPoint SPNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.8K	Buy	3,704 +1,256	+51%	+$25.9K	﹤0.01%	1569
2025 Q4	$53.6K	Buy	2,448 +823	+51%	+$16.5K	﹤0.01%	1701
2025 Q3	$29.4K	Sell	1,625 -488	-23%	-$9.13K	﹤0.01%	2072
2025 Q2	$43.1K	Buy	2,113 +1,377	+187%	+$25.3K	﹤0.01%	1717
2025 Q1	$12.7K	Buy	736 +3	+0.4%	+$45	﹤0.01%	1975
2024 Q4	$12K	Buy	733 +82	+13%	+$1.18K	﹤0.01%	1896
2024 Q3	$9.34K	Hold	651	–	–	﹤0.01%	1905
2024 Q2	$9.36K	Hold	651	–	–	﹤0.01%	1895
2024 Q1	$7.67K	Hold	651	–	–	﹤0.01%	1833
2023 Q4	$7.55K	Sell	651 -186	-22%	-$1.96K	﹤0.01%	1689
2023 Q3	$8.51K	Sell	837 -241	-22%	-$2.41K	﹤0.01%	1485
2023 Q2	$9.73K	Hold	1,078	–	–	﹤0.01%	1454
2023 Q1	$8.76K	Hold	1,078	–	–	﹤0.01%	1419
2022 Q4	$6.36K	Hold	1,078	–	–	﹤0.01%	1507
2022 Q3	$5K	Buy	+1,078	New	+$5.01K	﹤0.01%	1397
2022 Q1	–	Sell	-1,625	Closed	-$13K	–	1834
2021 Q4	$13K	Buy	+1,625	New	+$14.3K	﹤0.01%	868