LPL Financial’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 | $1.19M | Buy |
42,088
+2,598
| +7% | +$73.8K | ﹤0.01% | 4031 |
|
|
2025
Q4 | $1.15M | Buy |
39,490
+4,793
| +14% | +$142K | ﹤0.01% | 3929 |
|
|
2025
Q3 | $1.17M | Buy |
34,697
+6,613
| +24% | +$231K | ﹤0.01% | 3846 |
|
|
2025
Q2 | $1.01M | Buy |
28,084
+2,304
| +9% | +$81.7K | ﹤0.01% | 3743 |
|
|
2025
Q1 | $948K | Buy |
25,780
+4,689
| +22% | +$162K | ﹤0.01% | 3602 |
|
|
2024
Q4 | $728K | Buy |
21,091
+12,696
| +151% | +$436K | ﹤0.01% | 3763 |
|
|
2024
Q3 | $285K | Buy |
8,395
+1,247
| +17% | +$41.6K | ﹤0.01% | 4480 |
|
|
2024
Q2 | $238K | Sell |
7,148
-386
| -5% | -$13.9K | ﹤0.01% | 4436 |
|
|
2024
Q1 | $301K | Buy |
7,534
+990
| +15% | +$39K | ﹤0.01% | 4197 |
|
|
2023
Q4 | $268K | Sell |
6,544
-145
| -2% | -$5.33K | ﹤0.01% | 4183 |
|
|
2023
Q3 | $249K | Buy |
+6,689
| New | +$261K | ﹤0.01% | 4082 |
|
|
2023
Q1 | – | Sell |
-6,265
| Closed | -$203K | – | 4516 |
|
|
2022
Q4 | $203K | Buy |
+6,265
| New | +$206K | ﹤0.01% | 3974 |
|
|
2022
Q2 | – | Sell |
-5,814
| Closed | -$238K | – | 4457 |
|
|
2022
Q1 | $238K | Buy |
5,814
+726
| +14% | +$31.1K | ﹤0.01% | 3736 |
|
|
2021
Q4 | $254K | Buy |
5,088
+584
| +13% | +$27K | ﹤0.01% | 3810 |
|
|
2021
Q3 | $206K | Buy |
+4,504
| New | +$203K | ﹤0.01% | 3962 |
|
|
2020
Q4 | – | Sell |
-16,720
| Closed | -$580K | – | 3822 |
|
|
2020
Q3 | $580K | Buy |
16,720
+593
| +4% | +$19.1K | ﹤0.01% | 2348 |
|
|
2020
Q2 | $453K | Buy |
16,127
+1,671
| +12% | +$44.3K | ﹤0.01% | 2480 |
|
|
2020
Q1 | $329K | Buy |
14,456
+106
| +0.7% | +$3.25K | ﹤0.01% | 2420 |
|
|
2019
Q4 | $488K | Sell |
14,350
-5,743
| -29% | -$182K | ﹤0.01% | 2391 |
|
|
2019
Q3 | $627K | Sell |
20,093
-1,197
| -6% | -$40.1K | ﹤0.01% | 2097 |
|
|
2019
Q2 | $696K | Sell |
21,290
-4,730
| -18% | -$139K | ﹤0.01% | 1996 |
|
|
2019
Q1 | $724K | Buy |
26,020
+1,342
| +5% | +$37.9K | ﹤0.01% | 1897 |
|
|
2018
Q4 | $708K | Buy |
24,678
+9,651
| +64% | +$253K | ﹤0.01% | 1768 |
|
|
2018
Q3 | $362K | Buy |
15,027
+432
| +3% | +$10.2K | ﹤0.01% | 2509 |
|
|
2018
Q2 | $319K | Buy |
14,595
+423
| +3% | +$8.61K | ﹤0.01% | 2593 |
|
|
2018
Q1 | $232K | Sell |
14,172
-596
| -4% | -$9.37K | ﹤0.01% | 2838 |
|
|
2017
Q4 | $202K | Sell |
14,768
-3,602
| -20% | -$51K | ﹤0.01% | 2816 |
|
|
2017
Q3 | $291K | Sell |
18,370
-475
| -3% | -$8.5K | ﹤0.01% | 2378 |
|
|
2017
Q2 | $326K | Sell |
18,845
-13,285
| -41% | -$217K | ﹤0.01% | 2221 |
|
|
2017
Q1 | $504K | Buy |
32,130
+1,088
| +4% | +$18.5K | ﹤0.01% | 1793 |
|
|
2016
Q4 | $556K | Sell |
31,042
-1,960
| -6% | -$32.4K | ﹤0.01% | 1662 |
|
|
2016
Q3 | $545K | Sell |
33,002
-1,832
| -5% | -$30.6K | 0.01% | 1634 |
|
|
2016
Q2 | $538K | Buy |
34,834
+15,897
| +84% | +$230K | ﹤0.01% | 1607 |
|
|
2016
Q1 | $255K | Sell |
18,937
-485
| -2% | -$6.55K | ﹤0.01% | 2636 |
|
|
2015
Q4 | $314K | Buy |
+19,422
| New | +$343K | ﹤0.01% | 2498 |
|
Other funds holding EVTC
VPM
VCM
