Concord Wealth Partners’s Everi Holdings EVRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-188
| Closed | -$2.68K | – | 850 |
|
|
2025
Q2 | $2.68K | Hold |
188
| – | – | ﹤0.01% | 697 |
|
|
2025
Q1 | $2.57K | Hold |
188
| – | – | ﹤0.01% | 661 |
|
|
2024
Q4 | $2.54K | Hold |
188
| – | – | ﹤0.01% | 688 |
|
|
2024
Q3 | $2.47K | Hold |
188
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $1.58K | Hold |
188
| – | – | ﹤0.01% | 681 |
|
|
2024
Q1 | $1.89K | Hold |
188
| – | – | ﹤0.01% | 754 |
|
|
2023
Q4 | $2.12K | Hold |
188
| – | – | ﹤0.01% | 710 |
|
|
2023
Q3 | $2.48K | Hold |
188
| – | – | ﹤0.01% | 839 |
|
|
2023
Q2 | $2.72K | Hold |
188
| – | – | ﹤0.01% | 817 |
|
|
2023
Q1 | $3.22K | Hold |
188
| – | – | ﹤0.01% | 741 |
|
|
2022
Q4 | $2.7K | Buy |
+188
| New | +$3.12K | ﹤0.01% | 890 |
|
|
2022
Q3 | – | Sell |
-188
| Closed | -$3K | – | 462 |
|
|
2022
Q2 | $3K | Hold |
188
| – | – | ﹤0.01% | 933 |
|
|
2022
Q1 | $4K | Hold |
188
| – | – | ﹤0.01% | 959 |
|
|
2021
Q4 | $4K | Hold |
188
| – | – | ﹤0.01% | 984 |
|
|
2021
Q3 | $5K | Hold |
188
| – | – | ﹤0.01% | 576 |
|
|
2021
Q2 | $5K | Hold |
188
| – | – | ﹤0.01% | 728 |
|
|
2021
Q1 | $3K | Hold |
188
| – | – | ﹤0.01% | 752 |
|
|
2020
Q4 | $3K | Buy |
+188
| New | +$2.04K | ﹤0.01% | 465 |
|
Other funds holding EVRI
Concord Wealth Partners's EVRI Position: Q3 2025 in Review
Concord Wealth Partners sold out of Everi Holdings (EVRI) in Q3 2025, closing a stake of 188 shares — an estimated $2.68K sold.
Concord Wealth Partners first reported a position in EVRI in Q4 2020 and held it in 18 quarters. The position peaked at $5K in Q3 2021. 2 funds tracked by Wall St. Rank hold EVRI as of Q3 2025.
- Concord Wealth Partners reported no remaining Everi Holdings position as of Q3 2025 after selling out during the quarter.
- Concord Wealth Partners sold 188 Everi Holdings shares in Q3 2025, an estimated $2.68K.
- Concord Wealth Partners first reported a position in Everi Holdings in Q4 2020 and held it in 18 quarters.
- Concord Wealth Partners's Everi Holdings position peaked at $5K in Q3 2021.
- 2 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2025.
Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.