EP Wealth Advisors’s Seven Hills Realty Trust SEVN Stock Holding History

EP Wealth Advisors’s Portfolio SEVN Stock Details SEVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Sell
2025 Q1	$349K	Sell
2024 Q4	$495K	Hold
2024 Q3	$521K	Hold
2024 Q2	$480K	Hold
2024 Q1	$489K	Hold
2023 Q4	$490K	Buy