EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
ALLO holding history
Allogene Therapeutics, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ALLO overviewAll 13F holders of ALLOFull Q2 2026 holdings
- Shares (Q2 2026)
- 5,391
- Value
- $11.2K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,391 | $11.2K | <0.1% | −980−15.4% | Reduced | Holders |
| Q1 2026 | 6,371 | $15.5K | <0.1% | +2,652+71.3% | Added | Holders |
| Q4 2025 | 3,719 | $5.09K | <0.1% | +1,768+90.6% | Added | Holders |
| Q3 2025 | 1,951 | $2.42K | <0.1% | +1,951 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −774−100.0% | Sold out | Holders |
| Q1 2025 | 774 | $1.13K | <0.1% | +774 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −652−100.0% | Sold out | Holders |
| Q1 2023 | 652 | $3.22K | <0.1% | +652 | New | Holders |