Lido Advisors’s Evertec EVTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$350K Buy
12,398
+3,239
+35% +$92K ﹤0.01% 1486
2025
Q4
$299K Buy
9,159
+413
+5% +$12.3K ﹤0.01% 1572
2025
Q3
$295K Buy
8,746
+363
+4% +$12.7K ﹤0.01% 1497
2025
Q2
$302K Buy
+8,383
New +$297K ﹤0.01% 1342
2023
Q4
Sell
-7,576
Closed -$282K 1367
2023
Q3
$282K Buy
+7,576
New +$295K ﹤0.01% 943
2022
Q3
Sell
-8,540
Closed -$314K 971
2022
Q2
$314K Buy
+8,540
New +$326K 0.01% 723
2022
Q1
Sell
-7,556
Closed -$377K 1026
2021
Q4
$377K Buy
7,556
+2,786
+58% +$129K 0.01% 712
2021
Q3
$218K Buy
+4,770
New +$215K ﹤0.01% 882

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