EverSource Wealth Advisors’s Tiptree Inc TIPT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.5K	Sell	207 -105	-34%	-$1.8K	﹤0.01%	3427
2025 Q4	$5.7K	Buy	312 +3	+1%	+$55	﹤0.01%	3071
2025 Q3	$5.92K	Sell	309 -113	-27%	-$2.52K	﹤0.01%	3082
2025 Q2	$9.95K	Buy	422 +319	+310%	+$7.12K	﹤0.01%	2808
2025 Q1	$2.48K	Buy	103 +13	+14%	+$276	﹤0.01%	2835
2024 Q4	$1.88K	Buy	90 +26	+41%	+$544	﹤0.01%	2737
2024 Q3	$1.25K	Hold	64	–	–	﹤0.01%	2670
2024 Q2	$1.26K	Hold	64	–	–	﹤0.01%	2684
2024 Q1	$1.02K	Hold	64	–	–	﹤0.01%	2574
2023 Q4	$1.21K	Hold	64	–	–	﹤0.01%	2332
2023 Q3	$1.07K	Sell	64 -9	-12%	-$143	﹤0.01%	2174
2023 Q2	$1.1K	Buy	+73	New	+$1.02K	﹤0.01%	2193