EP Wealth Advisors’s Seven Hills Realty Trust SEVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
19,982
-7,954
| -28% | -$96K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $349K | Sell |
27,936
-9,920
| -26% | -$124K | ﹤0.01% | 843 |
|
|
2024
Q4 | $495K | Hold |
37,856
| – | – | ﹤0.01% | 698 |
|
|
2024
Q3 | $521K | Hold |
37,856
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $480K | Hold |
37,856
| – | – | 0.01% | 545 |
|
|
2024
Q1 | $489K | Hold |
37,856
| – | – | 0.01% | 513 |
|
|
2023
Q4 | $490K | Buy |
+37,856
| New | +$490K | 0.01% | 493 |
|