Allworth Financial’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18K | Sell |
726
-477
| -40% | -$5.37K | ﹤0.01% | 2982 |
|
|
2025
Q1 | $10.9K | Buy |
1,203
+709
| +144% | +$6.45K | ﹤0.01% | 2378 |
|
|
2024
Q4 | $4.94K | Sell |
494
-541
| -52% | -$5.41K | ﹤0.01% | 2766 |
|
|
2024
Q3 | $29.3K | Buy |
1,035
+139
| +16% | +$3.93K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $17.6K | Buy |
896
+846
| +1,692% | +$16.7K | ﹤0.01% | 1959 |
|
|
2024
Q1 | $1.64K | Hold |
50
| – | – | ﹤0.01% | 2890 |
|
|
2023
Q4 | $1.65K | Buy |
50
+32
| +178% | +$1.06K | ﹤0.01% | 2756 |
|
|
2023
Q3 | $491 | Sell |
18
-15
| -45% | -$409 | ﹤0.01% | 3048 |
|
|
2023
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 2736 |
|
|
2023
Q1 | $1.07K | Sell |
33
-367
| -92% | -$11.9K | ﹤0.01% | 2643 |
|
|
2022
Q4 | $11.2K | Sell |
400
-35
| -8% | -$983 | ﹤0.01% | 1656 |
|
|
2022
Q3 | $16K | Buy |
435
+31
| +8% | +$1.14K | ﹤0.01% | 1386 |
|
|
2022
Q2 | $12K | Buy |
404
+4
| +1% | +$119 | ﹤0.01% | 1486 |
|
|
2022
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 1398 |
|
|
2021
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 1348 |
|
|
2021
Q3 | $12K | Hold |
400
| – | – | ﹤0.01% | 1219 |
|
|
2021
Q2 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 1095 |
|