RIA Advisory Group’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
21,780
-1,463
| -6% | -$15.4K | 0.07% | 118 |
|
|
2025
Q1 | $234K | Hold |
23,243
| – | – | 0.08% | 124 |
|
|
2024
Q4 | $256K | Sell |
23,243
-25
| -0.1% | -$275 | 0.09% | 119 |
|
|
2024
Q3 | $241K | Buy |
+23,268
| New | +$241K | 0.09% | 116 |
|
|
2024
Q1 | $242K | Buy |
+25,691
| New | +$242K | 0.1% | 121 |
|
|
2023
Q4 | – | Sell |
-62,746
| Closed | -$629K | – | 133 |
|
|
2023
Q3 | $629K | Sell |
62,746
-3,634
| -5% | -$36.4K | 0.28% | 49 |
|
|
2023
Q2 | $786K | Sell |
66,380
-2,016
| -3% | -$23.9K | 0.34% | 46 |
|
|
2023
Q1 | $724K | Sell |
68,396
-375
| -0.5% | -$3.97K | 0.33% | 48 |
|
|
2022
Q4 | $512K | Buy |
+68,771
| New | +$512K | 0.3% | 51 |
|