EverSource Wealth Advisors’s Telefonica TEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
20,909
+10,859
| +108% | +$56.8K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $46.8K | Buy |
10,050
+2,961
| +42% | +$13.8K | ﹤0.01% | 1268 |
|
|
2024
Q4 | $28.5K | Sell |
7,089
-1,021
| -13% | -$4.1K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $39.4K | Buy |
8,110
+1,631
| +25% | +$7.93K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $29.4K | Buy |
6,479
+797
| +14% | +$3.62K | ﹤0.01% | 1329 |
|
|
2024
Q1 | $25.2K | Buy |
5,682
+3,590
| +172% | +$15.9K | ﹤0.01% | 1257 |
|
|
2023
Q4 | $8.16K | Buy |
2,092
+1,678
| +405% | +$6.55K | ﹤0.01% | 1655 |
|
|
2023
Q3 | $1.69K | Sell |
414
-24
| -5% | -$98 | ﹤0.01% | 2066 |
|
|
2023
Q2 | $1.77K | Buy |
+438
| New | +$1.77K | ﹤0.01% | 2064 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2532 |
|
|
2022
Q4 | – | Sell |
-1,940
| Closed | -$6K | – | 2427 |
|
|
2022
Q3 | $6K | Sell |
1,940
-14,104
| -88% | -$43.6K | ﹤0.01% | 1323 |
|
|
2022
Q2 | $83K | Buy |
16,044
+14,155
| +749% | +$73.2K | 0.02% | 432 |
|
|
2022
Q1 | $8K | Hold |
1,889
| – | – | ﹤0.01% | 1101 |
|
|
2021
Q4 | $8K | Buy |
+1,889
| New | +$8K | ﹤0.01% | 1070 |
|