EverSource Wealth Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

EverSource Wealth Advisors’s Portfolio VIA Stock Details VIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-57	Closed	-$621	–	3177
2024 Q1	$621	Hold	57	–	–	﹤0.01%	2671
2023 Q4	$536	Sell	57 -57	-50%	-$448	﹤0.01%	2511
2023 Q3	$838	Buy	+114	New	+$939	﹤0.01%	2290

Other funds holding VIA

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's VIA Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2024, closing a stake of 57 shares — an estimated $621 sold.

EverSource Wealth Advisors first reported a position in VIA in Q3 2023 and held it in 3 quarters. The position peaked at $838 in Q3 2023. 1 fund tracked by Wall St. Rank holds VIA as of Q2 2024.

EverSource Wealth Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 57 Via Renewables, Inc. Class A Common Stock shares in Q2 2024, an estimated $621.
EverSource Wealth Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2023 and held it in 3 quarters.
EverSource Wealth Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $838 in Q3 2023.
1 fund tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.