Oxford Financial Group’s Everi Holdings EVRI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-37,684	Closed	-$495K	–	308
2024 Q3	$495K	Sell	37,684 -8,736	-19%	-$115K	0.03%	142
2024 Q2	$390K	Sell	46,420 -2,000	-4%	-$16.8K	0.03%	181
2024 Q1	$487K	Buy	48,420 +2,000	+4%	+$20.1K	0.03%	140
2023 Q4	$523K	Hold	46,420	–	–	0.04%	133
2023 Q3	$614K	Hold	46,420	–	–	0.05%	103
2023 Q2	$671K	Hold	46,420	–	–	0.06%	106
2023 Q1	$796K	Hold	46,420	–	–	0.09%	79
2022 Q4	$666K	Hold	46,420	–	–	0.08%	89
2022 Q3	$753K	Hold	46,420	–	–	0.11%	76
2022 Q2	$761K	Hold	46,420	–	–	0.11%	80
2022 Q1	$975K	Hold	46,420	–	–	0.12%	76
2021 Q4	$991K	Hold	46,420	–	–	0.11%	83
2021 Q3	$1.12M	Hold	46,420	–	–	0.14%	65
2021 Q2	$1.16M	Hold	46,420	–	–	0.16%	67
2021 Q1	$655K	Hold	46,420	–	–	0.09%	91
2020 Q4	$641K	Hold	46,420	–	–	0.09%	89
2020 Q3	$383K	Hold	46,420	–	–	0.06%	112
2020 Q2	$240K	Hold	46,420	–	–	0.04%	147
2020 Q1	$153K	Buy	+46,420	New	+$153K	0.03%	154