Allworth Financial’s Evertec EVTC Stock Holding History

Allworth Financial’s Portfolio EVTC Stock Details EVTC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.32K	Sell
2025 Q2	$4.65K	Sell
2025 Q1	$7.04K	Sell
2024 Q4	$9.99K	Sell
2024 Q3	$16.5K	Sell
2024 Q2	$27.9K	Sell
2024 Q1	$32.4K	Buy
2023 Q4	$1.97K	Hold
2023 Q3	$1.78K	Buy