AF
EPM icon

Allworth Financial’s Evolution Petroleum EPM Stock Holding History

Allworth Financial’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.29K Buy
937
+237
+34% +$986 ﹤0.01% 4043
2025
Q4 		$2.48K Buy
700
+74
+12% +$312 ﹤0.01% 4039
2025
Q3 		$3.02K Buy
626
+26
+4% +$130 ﹤0.01% 3816
2025
Q2 		$2.82K Buy
+600
New +$2.72K ﹤0.01% 3558
2023
Q3 		– Sell
-68
Closed -$549 – 3469
2023
Q2 		$549 Buy
+68
New +$503 ﹤0.01% 2884

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VCM
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Geode Capital Management
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CAMG
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State Street
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