EverSource Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.2K	Buy	138 +31	+29%	+$12.1K	﹤0.01%	1800
2025 Q4	$32.8K	Buy	107 +27	+34%	+$9.3K	﹤0.01%	2041
2025 Q3	$27.2K	Sell	80 -1	-1%	-$284	﹤0.01%	2130
2025 Q2	$18.7K	Buy	81 +16	+25%	+$2.79K	﹤0.01%	2349
2025 Q1	$7.36K	Buy	65 +37	+132%	+$5.21K	﹤0.01%	2292
2024 Q4	$4.72K	Buy	+28	New	+$4.84K	﹤0.01%	2372
2023 Q3	–	Sell	-50	Closed	-$2.79K	–	2663
2023 Q2	$2.79K	Sell	50 -100	-67%	-$4.43K	﹤0.01%	1942
2023 Q1	$5.68K	Hold	150	–	–	﹤0.01%	1599
2022 Q4	$4.92K	Sell	150 -43	-22%	-$1.26K	﹤0.01%	1606
2022 Q3	$4K	Buy	193 +43	+29%	+$1.03K	﹤0.01%	1475
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	1435
2022 Q1	$4K	Buy	+150	New	+$4.19K	﹤0.01%	1361