EverSource Wealth Advisors’s Strategic Education STRA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$98.9K Buy
1,162
+765
+193% +$65.1K ﹤0.01% 1210
2025
Q1
$33.3K Buy
397
+114
+40% +$9.57K ﹤0.01% 1432
2024
Q4
$26.4K Buy
283
+46
+19% +$4.3K ﹤0.01% 1483
2024
Q3
$21.9K Hold
237
﹤0.01% 1440
2024
Q2
$25K Hold
237
﹤0.01% 1395
2024
Q1
$27.2K Hold
237
﹤0.01% 1220
2023
Q4
$21.9K Buy
237
+1
+0.4% +$92 ﹤0.01% 1200
2023
Q3
$17.8K Sell
236
-43
-15% -$3.24K ﹤0.01% 1170
2023
Q2
$18.9K Sell
279
-5
-2% -$339 ﹤0.01% 1174
2023
Q1
$25.5K Sell
284
-144
-34% -$12.9K ﹤0.01% 997
2022
Q4
$33.5K Sell
428
-18
-4% -$1.41K 0.01% 908
2022
Q3
$27K Sell
446
-16
-3% -$969 0.01% 804
2022
Q2
$33K Sell
462
-12
-3% -$857 0.01% 706
2022
Q1
$31K Buy
474
+133
+39% +$8.7K 0.01% 569
2021
Q4
$20K Buy
+341
New +$20K 0.01% 692