EverSource Wealth Advisors’s Everi Holdings EVRI Stock Holding History

EverSource Wealth Advisors’s Portfolio EVRI Stock Details EVRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-329	Closed	-$4.69K	–	4375
2025 Q2	$4.69K	Buy	329 +74	+29%	+$1.03K	﹤0.01%	3187
2025 Q1	$3.49K	Buy	255 +71	+39%	+$969	﹤0.01%	2666
2024 Q4	$2.48K	Buy	184 +16	+10%	+$214	﹤0.01%	2635
2024 Q3	$2.21K	Hold	168	–	–	﹤0.01%	2516
2024 Q2	$2.16K	Buy	168 +140	+500%	+$1.14K	﹤0.01%	2527
2024 Q1	$229	Buy	28 +25	+833%	+$259	﹤0.01%	2792
2023 Q4	$34	Hold	3	–	–	﹤0.01%	2617
2023 Q3	$40	Hold	3	–	–	﹤0.01%	2474
2023 Q2	$43	Hold	3	–	–	﹤0.01%	2463
2023 Q1	$51	Buy	+3	New	+$52	﹤0.01%	2350
2022 Q2	–	Sell	-613	Closed	-$13K	–	1765
2022 Q1	$13K	Hold	613	–	–	﹤0.01%	874
2021 Q4	$13K	Buy	+613	New	+$14K	﹤0.01%	843

Other funds holding EVRI

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's EVRI Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Everi Holdings (EVRI) in Q3 2025, closing a stake of 329 shares — an estimated $4.69K sold.

EverSource Wealth Advisors first reported a position in EVRI in Q4 2021 and held it in 12 quarters. The position peaked at $13K in Q1 2022. 2 funds tracked by Wall St. Rank hold EVRI as of Q3 2025.

EverSource Wealth Advisors reported no remaining Everi Holdings position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 329 Everi Holdings shares in Q3 2025, an estimated $4.69K.
EverSource Wealth Advisors first reported a position in Everi Holdings in Q4 2021 and held it in 12 quarters.
EverSource Wealth Advisors's Everi Holdings position peaked at $13K in Q1 2022.
2 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.