EverSource Wealth Advisors’s SunCoke Energy SXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | 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 |
|