Jones Financial Companies’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2K | Buy |
1,035
+517
| +100% | +$18.6K | ﹤0.01% | 2338 |
|
|
2025
Q1 | $19K | Buy |
518
+32
| +7% | +$1.17K | ﹤0.01% | 2450 |
|
|
2024
Q4 | $16.8K | Buy |
486
+388
| +396% | +$13.4K | ﹤0.01% | 2325 |
|
|
2024
Q3 | $3.32K | Buy |
+98
| New | +$3.32K | ﹤0.01% | 2553 |
|
|
2024
Q2 | – | Sell |
-332
| Closed | -$13.2K | – | 2429 |
|
|
2024
Q1 | $13.2K | Buy |
+332
| New | +$13.2K | ﹤0.01% | 1004 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$1K | – | 637 |
|
|
2022
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤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% | -$128 | ﹤0.01% | 538 |
|
|
2021
Q1 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 621 |
|
|
2013
Q4 | – | Sell |
-258
| Closed | -$6K | – | 336 |
|
|
2013
Q3 | $6K | Hold |
258
| – | – | ﹤0.01% | 563 |
|
|
2013
Q2 | $6K | Buy |
+258
| New | +$6K | ﹤0.01% | 665 |
|