EverSource Wealth Advisors’s SunCoke Energy SXC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.12K	Buy	1,247 +198	+19%	+$1.4K	﹤0.01%	3026
2025 Q4	$7.55K	Sell	1,049 -1,376	-57%	-$10.1K	﹤0.01%	2930
2025 Q3	$19.8K	Sell	2,425 -567	-19%	-$4.52K	﹤0.01%	2362
2025 Q2	$25.7K	Buy	2,992 +2,528	+545%	+$21.9K	﹤0.01%	2102
2025 Q1	$4.27K	Buy	464 +76	+20%	+$730	﹤0.01%	2573
2024 Q4	$4.15K	Buy	388 +17	+5%	+$182	﹤0.01%	2430
2024 Q3	$3.22K	Sell	371 -449	-55%	-$4.16K	﹤0.01%	2393
2024 Q2	$9.59K	Hold	820	–	–	﹤0.01%	1879
2024 Q1	$8.45K	Sell	820 -77	-9%	-$832	﹤0.01%	1781
2023 Q4	$9.63K	Buy	897 +127	+16%	+$1.21K	﹤0.01%	1570
2023 Q3	$7.82K	Buy	770 +72	+10%	+$652	﹤0.01%	1516
2023 Q2	$5.49K	Buy	698 +195	+39%	+$1.53K	﹤0.01%	1692
2023 Q1	$4.52K	Sell	503 -103	-17%	-$941	﹤0.01%	1674
2022 Q4	$5.23K	Sell	606 -13	-2%	-$100	﹤0.01%	1584
2022 Q3	$3K	Sell	619 -305	-33%	-$2.05K	﹤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	+$6.13K	﹤0.01%	1201