Jones Financial Companies
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Jones Financial Companies’s Evertec EVTC Stock Holding History

Jones Financial Companies’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.62M Buy
352,698
+352,579
+296,285% +$10M ﹤0.01% 838
2025
Q4 		$3.46K Sell
119
-355
-75% -$10.5K ﹤0.01% 3651
2025
Q3 		$16.1K Sell
474
-561
-54% -$19.6K ﹤0.01% 2898
2025
Q2 		$37.2K Buy
1,035
+517
+100% +$18.3K ﹤0.01% 2338
2025
Q1 		$19K Buy
518
+32
+7% +$1.1K ﹤0.01% 2450
2024
Q4 		$16.8K Buy
486
+388
+396% +$13.3K ﹤0.01% 2325
2024
Q3 		$3.32K Buy
+98
New +$3.27K ﹤0.01% 2553
2024
Q2 		– Sell
-332
Closed -$13.2K – 2429
2024
Q1 		$13.2K Buy
+332
New +$13.1K ﹤0.01% 1004
2023
Q1 		– Sell
-28
Closed -$1K – 637
2022
Q4 		$1K Buy
+28
New +$920 ﹤0.01% 664
2022
Q2 		– Sell
-141
Closed -$6K – 764
2022
Q1 		$6K Hold
141
– – ﹤0.01% 557
2021
Q4 		$7K Hold
141
– – ﹤0.01% 593
2021
Q3 		$6K Hold
141
– – ﹤0.01% 560
2021
Q2 		$6K Sell
141
-3
-2% -$127 ﹤0.01% 538
2021
Q1 		$5K Buy
+144
New +$5.42K ﹤0.01% 621
2013
Q4 		– Sell
-258
Closed -$6K – 336
2013
Q3 		$6K Hold
258
– – ﹤0.01% 563
2013
Q2 		$6K Buy
+258
New +$5.28K ﹤0.01% 665

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