EverSource Wealth Advisors’s Xoma XOMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-25	Closed	-$1.06K	–	4685
2026 Q2	$1.06K	Sell	25 -34	-58%	-$1.38K	﹤0.01%	3940
2026 Q1	$1.85K	Sell	59 -10	-14%	-$268	﹤0.01%	3672
2025 Q4	$1.84K	Sell	69 -10	-13%	-$322	﹤0.01%	3532
2025 Q3	$3.04K	Hold	79	–	–	﹤0.01%	3365
2025 Q2	$1.99K	Buy	+79	New	+$1.89K	﹤0.01%	3509

Other funds holding XOMA

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

EverSource Wealth Advisors's XOMA Position: Q3 2026 in Review

EverSource Wealth Advisors sold out of Xoma (XOMA) in Q3 2026, closing a stake of 25 shares — an estimated $1.06K sold.

EverSource Wealth Advisors first reported a position in XOMA in Q2 2025 and held it in 5 quarters. The position peaked at $3.04K in Q3 2025. 1 fund tracked by Wall St. Rank holds XOMA as of Q3 2026.

EverSource Wealth Advisors reported no remaining Xoma position as of Q3 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 25 Xoma shares in Q3 2026, an estimated $1.06K.
EverSource Wealth Advisors first reported a position in Xoma in Q2 2025 and held it in 5 quarters.
EverSource Wealth Advisors's Xoma position peaked at $3.04K in Q3 2025.
1 fund tracked by Wall St. Rank held Xoma as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.