EverSource Wealth Advisors’s StoneCo STNE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
1,123
+836
| +291% | +$13.4K | ﹤0.01% | 2370 |
|
|
2025
Q1 | $3.01K | Buy |
287
+245
| +583% | +$2.57K | ﹤0.01% | 2731 |
|
|
2024
Q4 | $335 | Sell |
42
-53
| -56% | -$423 | ﹤0.01% | 3314 |
|
|
2024
Q3 | $1.07K | Sell |
95
-46
| -33% | -$518 | ﹤0.01% | 2713 |
|
|
2024
Q2 | $1.85K | Buy |
141
+58
| +70% | +$761 | ﹤0.01% | 2574 |
|
|
2024
Q1 | $1.3K | Buy |
+83
| New | +$1.3K | ﹤0.01% | 2501 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$448 | – | 2744 |
|
|
2023
Q3 | $448 | Hold |
42
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q2 | $535 | Buy |
+42
| New | +$535 | ﹤0.01% | 2339 |
|
|
2022
Q1 | – | Sell |
-118
| Closed | -$2K | – | 1839 |
|
|
2021
Q4 | $2K | Buy |
+118
| New | +$2K | ﹤0.01% | 1625 |
|