A detailed history of Ever Source Wealth Advisors, LLC transactions in Deluxe Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 698 shares of DLX stock, worth $15,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
698
Previous 698 -0.0%
Holding current value
$15,062
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023

SELL
$13.8 - $17.69 $2,014 - $2,582
-146 Reduced 17.3%
698 $12,000
Q1 2023

May 11, 2023

BUY
$14.45 - $21.22 $10,086 - $14,811
698 Added 478.08%
844 $13,000
Q4 2022

Feb 09, 2023

BUY
$15.49 - $20.27 $2,261 - $2,959
146 New
146 $2,000
Q2 2022

Aug 01, 2022

BUY
$21.42 - $30.42 $12,552 - $17,826
586 New
586 $13,000

Others Institutions Holding DLX

About DELUXE CORP


  • Ticker DLX
  • Exchange NYSE
  • Sector Communication Services
  • Industry Advertising Agencies
  • Shares Outstandng 43,085,300
  • Market Cap $930M
  • Description
  • Deluxe Corporation provides technology-enabled solutions to enterprises, small businesses, and financial institutions in the United States, Canada, Australia, South America, and Europe. It operates through four segments: Payments, Cloud Solutions, Promotional Solutions, and Checks. The company provides treasury management solutions, including re...
More about DLX
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.