Allworth Financial’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65K | Sell |
129
-83
| -39% | -$2.99K | ﹤0.01% | 3291 |
|
|
2025
Q1 | $7.05K | Sell |
212
-98
| -32% | -$3.26K | ﹤0.01% | 2583 |
|
|
2024
Q4 | $9.99K | Sell |
310
-176
| -36% | -$5.67K | ﹤0.01% | 2431 |
|
|
2024
Q3 | $16.5K | Sell |
486
-320
| -40% | -$10.8K | ﹤0.01% | 2027 |
|
|
2024
Q2 | $27.9K | Sell |
806
-5
| -0.6% | -$173 | ﹤0.01% | 1668 |
|
|
2024
Q1 | $32.4K | Buy |
811
+763
| +1,590% | +$30.4K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $1.97K | Hold |
48
| – | – | ﹤0.01% | 2693 |
|
|
2023
Q3 | $1.79K | Buy |
+48
| New | +$1.79K | ﹤0.01% | 2599 |
|