EverSource Wealth Advisors’s SunCoke Energy SXC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.7K Buy
2,992
+2,528
+545% +$21.7K ﹤0.01% 2094
2025
Q1
$4.27K Buy
464
+76
+20% +$699 ﹤0.01% 2571
2024
Q4
$4.15K Buy
388
+17
+5% +$182 ﹤0.01% 2430
2024
Q3
$3.22K Sell
371
-449
-55% -$3.9K ﹤0.01% 2393
2024
Q2
$9.59K Hold
820
﹤0.01% 1879
2024
Q1
$8.45K Sell
820
-77
-9% -$794 ﹤0.01% 1781
2023
Q4
$9.63K Buy
897
+127
+16% +$1.36K ﹤0.01% 1570
2023
Q3
$7.82K Buy
770
+72
+10% +$731 ﹤0.01% 1516
2023
Q2
$5.49K Buy
698
+195
+39% +$1.54K ﹤0.01% 1691
2023
Q1
$4.52K Sell
503
-103
-17% -$925 ﹤0.01% 1673
2022
Q4
$5.23K Sell
606
-13
-2% -$112 ﹤0.01% 1584
2022
Q3
$3K Sell
619
-305
-33% -$1.48K ﹤0.01% 1582
2022
Q2
$6K Hold
924
﹤0.01% 1223
2022
Q1
$9K Hold
924
﹤0.01% 1040
2021
Q4
$6K Buy
+924
New +$6K ﹤0.01% 1201