Cetera Trust Company’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 | $110K | Buy |
9,725
+3,125
| +47% | +$35.2K | 0.07% | 198 |
|
|
2025
Q1 | $62.5K | Hold |
6,600
| – | – | 0.04% | 216 |
|
|
2024
Q4 | $74.3K | Sell |
6,600
-2,730
| -29% | -$30.7K | 0.05% | 206 |
|
|
2024
Q3 | $264K | Buy |
9,330
+220
| +2% | +$6.22K | 0.16% | 127 |
|
|
2024
Q2 | $174K | Hold |
9,110
| – | – | 0.11% | 173 |
|
|
2024
Q1 | $299K | Sell |
9,110
-50
| -0.5% | -$1.64K | 0.18% | 100 |
|
|
2023
Q4 | $303K | Buy |
+9,160
| New | +$303K | 0.19% | 94 |
|