EverSource Wealth Advisors’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59K | Buy |
459
+211
| +85% | +$1.65K | ﹤0.01% | 3285 |
|
|
2025
Q1 | $2.11K | Buy |
248
+222
| +854% | +$1.89K | ﹤0.01% | 2901 |
|
|
2024
Q4 | $253 | Sell |
26
-47
| -64% | -$457 | ﹤0.01% | 3380 |
|
|
2024
Q3 | $1.01K | Hold |
73
| – | – | ﹤0.01% | 2731 |
|
|
2024
Q2 | $982 | Hold |
73
| – | – | ﹤0.01% | 2746 |
|
|
2024
Q1 | $868 | Hold |
73
| – | – | ﹤0.01% | 2623 |
|
|
2023
Q4 | $1.09K | Buy |
+73
| New | +$1.09K | ﹤0.01% | 2371 |
|
|
2023
Q2 | – | Sell |
-306
| Closed | -$5.32K | – | 2611 |
|
|
2023
Q1 | $5.32K | Buy |
+306
| New | +$5.32K | ﹤0.01% | 1626 |
|