Chicago Partners Investment Group’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,643
| Closed | -$172K | – | 945 |
|
|
2024
Q4 | $172K | Buy |
13,643
+4,547
| +50% | +$57.3K | 0.01% | 823 |
|
|
2024
Q3 | $204K | Sell |
9,096
-1,019
| -10% | -$22.8K | 0.01% | 759 |
|
|
2024
Q2 | $240K | Buy |
10,115
+2,311
| +30% | +$54.8K | 0.01% | 656 |
|
|
2024
Q1 | $235K | Buy |
7,804
+453
| +6% | +$13.6K | 0.01% | 643 |
|
|
2023
Q4 | $228K | Buy |
+7,351
| New | +$228K | 0.01% | 614 |
|
|
2023
Q2 | – | Sell |
-5,750
| Closed | -$203K | – | 693 |
|
|
2023
Q1 | $203K | Buy |
+5,750
| New | +$203K | 0.01% | 612 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$4K | – | 565 |
|
|
2016
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 473 |
|
|
2016
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 439 |
|
|
2016
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 400 |
|
|
2016
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 402 |
|
|
2015
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 453 |
|
|
2015
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 385 |
|
|
2015
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 380 |
|