EverSource Wealth Advisors’s Stoneridge SRI Stock Holding History

EverSource Wealth Advisors’s Portfolio SRI Stock Details SRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.46K	Sell
2025 Q2	$7.41K	Buy
2025 Q1	$1.51K	Sell
2024 Q4	$7.47K	Buy
2024 Q2	–	Sell
2024 Q1	$1.56K	Buy
2022 Q1	–	Sell
2021 Q4	$2K	Buy