Bard Associates’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4K | Sell |
2,500
-132,061
| -98% | -$550K | ﹤0.01% | 206 |
|
|
2025
Q4 | $476K | Sell |
134,561
-36,481
| -21% | -$154K | 0.12% | 97 |
|
|
2025
Q3 | $824K | Sell |
171,042
-9,025
| -5% | -$45K | 0.22% | 96 |
|
|
2025
Q2 | $846K | Sell |
180,067
-42,250
| -19% | -$192K | 0.27% | 96 |
|
|
2025
Q1 | $1.15M | Sell |
222,317
-800
| -0.4% | -$4.17K | 0.43% | 77 |
|
|
2024
Q4 | $1.17M | Sell |
223,117
-10,500
| -4% | -$57.5K | 0.4% | 79 |
|
|
2024
Q3 | $1.24M | Sell |
233,617
-600
| -0.3% | -$3.17K | 0.42% | 80 |
|
|
2024
Q2 | $1.23M | Hold |
234,217
| – | – | 0.47% | 75 |
|
|
2024
Q1 | $1.44M | Sell |
234,217
-14,401
| -6% | -$82.7K | 0.52% | 71 |
|
|
2023
Q4 | $1.44M | Sell |
248,618
-3,545
| -1% | -$21.7K | 0.55% | 67 |
|
|
2023
Q3 | $1.72M | Sell |
252,163
-300
| -0.1% | -$2.54K | 0.71% | 54 |
|
|
2023
Q2 | $2.04M | Hold |
252,463
| – | – | 0.79% | 48 |
|
|
2023
Q1 | $1.59M | Hold |
252,463
| – | – | 0.66% | 56 |
|
|
2022
Q4 | $1.91M | Sell |
252,463
-5,000
| -2% | -$37.6K | 0.82% | 47 |
|
|
2022
Q3 | $1.79M | Sell |
257,463
-4,435
| -2% | -$29.2K | 0.81% | 45 |
|
|
2022
Q2 | $1.43M | Buy |
261,898
+26,500
| +11% | +$178K | 0.61% | 60 |
|
|
2022
Q1 | $1.6M | Sell |
235,398
-1,000
| -0.4% | -$6.43K | 0.56% | 67 |
|
|
2021
Q4 | $1.19M | Sell |
236,398
-2,500
| -1% | -$13.9K | 0.39% | 91 |
|
|
2021
Q3 | $1.36M | Buy |
238,898
+3,850
| +2% | +$17.2K | 0.46% | 88 |
|
|
2021
Q2 | $1.17M | Buy |
235,048
+28,125
| +14% | +$111K | 0.38% | 95 |
|
|
2021
Q1 | $699K | Buy |
206,923
+51,535
| +33% | +$178K | 0.25% | 108 |
|
|
2020
Q4 | $443K | Sell |
155,388
-5,100
| -3% | -$12.9K | 0.17% | 111 |
|
|
2020
Q3 | $359K | Buy |
160,488
+1,600
| +1% | +$4.26K | 0.19% | 112 |
|
|
2020
Q2 | $445K | Sell |
158,888
-6,000
| -4% | -$16.1K | 0.25% | 105 |
|
|
2020
Q1 | $430K | Buy |
164,888
+4,113
| +3% | +$18.6K | 0.32% | 95 |
|
|
2019
Q4 | $879K | Buy |
160,775
+2,200
| +1% | +$12.1K | 0.45% | 80 |
|
|
2019
Q3 | $926K | Buy |
158,575
+925
| +0.6% | +$5.65K | 0.47% | 80 |
|
|
2019
Q2 | $1.13M | Buy |
157,650
+3,400
| +2% | +$23K | 0.56% | 66 |
|
|
2019
Q1 | $1.04M | Sell |
154,250
-500
| -0.3% | -$3.64K | 0.52% | 73 |
|
|
2018
Q4 | $1.05M | Sell |
154,750
-3,800
| -2% | -$35.6K | 0.61% | 65 |
|
|
2018
Q3 | $1.75M | Hold |
158,550
| – | – | 0.81% | 39 |
|
|
2018
Q2 | $1.56M | Sell |
158,550
-7,200
| -4% | -$66.3K | 0.72% | 54 |
|
|
2018
Q1 | $1.33M | Sell |
165,750
-9,500
| -5% | -$73.6K | 0.67% | 62 |
|
|
2017
Q4 | $1.2M | Sell |
175,250
-39,221
| -18% | -$276K | 0.58% | 70 |
|
|
2017
Q3 | $1.54M | Sell |
214,471
-191,797
| -47% | -$1.45M | 0.72% | 48 |
|
|
2017
Q2 | $3.29M | Buy |
406,268
+2,825
| +0.7% | +$22K | 1.49% | 13 |
|
|
2017
Q1 | $3.23M | Sell |
403,443
-23,732
| -6% | -$202K | 1.5% | 12 |
|
|
2016
Q4 | $4.27M | Sell |
427,175
-14,750
| -3% | -$124K | 1.98% | 7 |
|
|
2016
Q3 | $2.77M | Sell |
441,925
-5,550
| -1% | -$31.7K | 1.35% | 15 |
|
|
2016
Q2 | $2.45M | Sell |
447,475
-2,250
| -0.5% | -$12.1K | 1.3% | 20 |
|
|
2016
Q1 | $2.19M | Sell |
449,725
-2,200
| -0.5% | -$9.89K | 1.26% | 21 |
|
|
2015
Q4 | $2.17M | Sell |
451,925
-16,100
| -3% | -$97.6K | 1.28% | 19 |
|
|
2015
Q3 | $2.6M | Sell |
468,025
-8,650
| -2% | -$47.9K | 1.5% | 12 |
|
|
2015
Q2 | $3.14M | Sell |
476,675
-10,500
| -2% | -$71.7K | 1.56% | 12 |
|
|
2015
Q1 | $2.9M | Sell |
487,175
-3,000
| -0.6% | -$20.1K | 1.39% | 17 |
|
|
2014
Q4 | $3.64M | Hold |
490,175
| – | – | 1.7% | 8 |
|
|
2014
Q3 | $4.5M | Sell |
490,175
-1,300
| -0.3% | -$13.4K | 2.11% | 4 |
|
|
2014
Q2 | $5.38M | Sell |
491,475
-8,450
| -2% | -$96.9K | 2.13% | 4 |
|
|
2014
Q1 | $6.36M | Sell |
499,925
-3,075
| -0.6% | -$39.4K | 2.69% | 1 |
|
|
2013
Q4 | $6.23M | Sell |
503,000
-9,250
| -2% | -$111K | 2.59% | 2 |
|
|
2013
Q3 | $5.77M | Sell |
512,250
-4,550
| -0.9% | -$52.6K | 2.55% | 2 |
|
|
2013
Q2 | $5.64M | Buy |
+516,800
| New | +$5.36M | 2.64% | 2 |
|
Other funds holding EPM
WA
VCM
CAMG
