Concourse Financial Group Securities’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
Hold
0
2567
2024
Q4
Hold
0
4160
2024
Q3
Hold
0
4157
2024
Q2
Hold
0
4196
2024
Q1
Hold
0
4208
2023
Q4
Hold
0
4147
2023
Q3
Sell
-839
Closed -$25.4K 4110
2023
Q2
$25.4K Buy
839
+73
+10% +$2.21K ﹤0.01% 1368
2023
Q1
$24.9K Sell
766
-68
-8% -$2.21K ﹤0.01% 1389
2022
Q4
$23.4K Buy
834
+82
+11% +$2.3K ﹤0.01% 1408
2022
Q3
$27K Buy
+752
New +$27K ﹤0.01% 1190
2022
Q2
Hold
0
3771
2022
Q1
Hold
0
3718
2021
Q4
Hold
0
3834
2021
Q3
Hold
0
3778
2021
Q2
Hold
0
3673
2021
Q1
Hold
0
3596
2020
Q4
Hold
0
3520
2020
Q3
Sell
-200
Closed -$1K 3363
2020
Q2
$1K Buy
+200
New +$1K ﹤0.01% 1988
2020
Q1
Hold
0
3294
2019
Q4
Hold
0
3238
2019
Q3
Hold
0
2955
2019
Q2
Hold
0
3278
2019
Q1
Hold
0
3261
2018
Q4
Hold
0
3142
2018
Q3
Hold
0
2727