Creative Planning’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,000
| Closed | -$52.3K | – | 3538 |
|
|
2024
Q4 | $52.3K | Hold |
10,000
| – | – | ﹤0.01% | 3243 |
|
|
2024
Q3 | $53.1K | Buy |
+10,000
| New | +$52.7K | ﹤0.01% | 3093 |
|
|
2020
Q3 | – | Sell |
-17,000
| Closed | -$48K | – | 2183 |
|
|
2020
Q2 | $48K | Buy |
+17,000
| New | +$45.6K | ﹤0.01% | 1768 |
|
|
2019
Q1 | – | Sell |
-20,700
| Closed | -$141K | – | 2016 |
|
|
2018
Q4 | $141K | Sell |
20,700
-15,000
| -42% | -$141K | ﹤0.01% | 1575 |
|
|
2018
Q3 | $394K | Buy |
+35,700
| New | +$376K | ﹤0.01% | 1228 |
|
|
2017
Q3 | – | Sell |
-2,200
| Closed | -$18K | – | 2420 |
|
|
2017
Q2 | $18K | Hold |
2,200
| – | – | ﹤0.01% | 3244 |
|
|
2017
Q1 | $18K | Buy |
+2,200
| New | +$18.8K | ﹤0.01% | 3190 |
|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$11K | – | 4611 |
|
|
2016
Q2 | $11K | Hold |
2,000
| – | – | ﹤0.01% | 3168 |
|
|
2016
Q1 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 3219 |
|
|
2015
Q4 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 3291 |
|
|
2015
Q3 | $11K | Buy |
+2,000
| New | +$11.1K | ﹤0.01% | 3135 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$12K | – | 1656 |
|
|
2015
Q1 | $12K | Hold |
2,000
| – | – | ﹤0.01% | 3073 |
|
|
2014
Q4 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 2854 |
|
|
2014
Q3 | $18K | Hold |
2,000
| – | – | ﹤0.01% | 2600 |
|
|
2014
Q2 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 2426 |
|
|
2014
Q1 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 2243 |
|
|
2013
Q4 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 2048 |
|
|
2013
Q3 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 2010 |
|
|
2013
Q2 | $22K | Buy |
+2,000
| New | +$20.7K | ﹤0.01% | 1864 |
|
Other funds holding EPM
WA
RRAM
RIM
NSIM
