Ownership history in EverSource Wealth Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in CODEXIS INC COM (CDXS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 342 | — | 0% | 0.00% | $835 | $2.44 |
| 2025 Q2 | ADDED | 342 | +235 | +219.6% | 0.00% | $835 | $2.44 |
| 2025 Q1 | ADDED | 107 | +72 | +205.7% | 0.00% | $288 | $2.69 |
| 2024 Q4 | REDUCED | 35 | -16 | -31.4% | 0.00% | $167 | $4.77 |
| 2021 Q4 | INITIATED | 51 | — | — | 0.00% | $2K | $31.27 |
As of 2025 Q4 — sorted by position size