Arete Wealth Advisors’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
53,212
| – | – | 0.02% | 620 |
|
|
2025
Q1 | $276K | Hold |
53,212
| – | – | 0.02% | 568 |
|
|
2024
Q4 | $279K | Buy |
53,212
+15,340
| +41% | +$80.4K | 0.02% | 580 |
|
|
2024
Q3 | $202K | Buy |
37,872
+6,771
| +22% | +$36.1K | 0.02% | 653 |
|
|
2024
Q2 | $168K | Buy |
+31,101
| New | +$168K | 0.01% | 673 |
|
|
2024
Q1 | – | Sell |
-26,940
| Closed | -$157K | – | 473 |
|
|
2023
Q4 | $157K | Buy |
+26,940
| New | +$157K | 0.01% | 692 |
|