Crossmark Global Holdings’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,374
| Closed | -$339K | – | 1321 |
|
|
2025
Q1 | $339K | Sell |
5,374
-48
| -0.9% | -$3.69K | 0.01% | 1033 |
|
|
2024
Q4 | $452K | Buy |
5,422
+8
| +0.1% | +$730 | 0.01% | 874 |
|
|
2024
Q3 | $505K | Buy |
5,414
+800
| +17% | +$74.2K | 0.01% | 863 |
|
|
2024
Q2 | $407K | Sell |
4,614
-441
| -9% | -$42.1K | 0.01% | 916 |
|
|
2024
Q1 | $530K | Sell |
5,055
-5
| -0.1% | -$483 | 0.01% | 847 |
|
|
2023
Q4 | $487K | Sell |
5,060
-503
| -9% | -$43.9K | 0.01% | 859 |
|
|
2023
Q3 | $461K | Sell |
5,563
-217
| -4% | -$17.3K | 0.01% | 847 |
|
|
2023
Q2 | $455K | Sell |
5,780
-205
| -3% | -$14.7K | 0.01% | 896 |
|
|
2023
Q1 | $494K | Buy |
5,985
+2,291
| +62% | +$199K | 0.01% | 837 |
|
|
2022
Q4 | $301K | Sell |
3,694
-598
| -14% | -$52.5K | 0.01% | 1016 |
|
|
2022
Q3 | $388K | Sell |
4,292
-98
| -2% | -$9.5K | 0.01% | 878 |
|
|
2022
Q2 | $396K | Sell |
4,390
-200
| -4% | -$20.5K | 0.01% | 916 |
|
|
2022
Q1 | $536K | Buy |
4,590
+100
| +2% | +$11.3K | 0.01% | 872 |
|
|
2021
Q4 | $554K | Sell |
4,490
-2,640
| -37% | -$323K | 0.01% | 850 |
|
|
2021
Q3 | $807K | Sell |
7,130
-20
| -0.3% | -$2.1K | 0.02% | 686 |
|
|
2021
Q2 | $693K | Sell |
7,150
-80
| -1% | -$8.17K | 0.02% | 754 |
|
|
2021
Q1 | $690K | Buy |
7,230
+120
| +2% | +$11.1K | 0.02% | 739 |
|
|
2020
Q4 | $594K | Buy |
7,110
+2,670
| +60% | +$205K | 0.02% | 772 |
|
|
2020
Q3 | $282K | Sell |
4,440
-300
| -6% | -$20.6K | 0.01% | 1061 |
|
|
2020
Q2 | $316K | Buy |
+4,740
| New | +$251K | 0.01% | 973 |
|
|
2020
Q1 | – | Sell |
-4,900
| Closed | -$348K | – | 1273 |
|
|
2019
Q4 | $348K | Sell |
4,900
-2,110
| -30% | -$138K | 0.01% | 1022 |
|
|
2019
Q3 | $441K | Sell |
7,010
-190
| -3% | -$11.7K | 0.01% | 840 |
|
|
2019
Q2 | $436K | Sell |
7,200
-760
| -10% | -$45.7K | 0.01% | 873 |
|
|
2019
Q1 | $505K | Sell |
7,960
-40
| -0.5% | -$2.5K | 0.01% | 803 |
|
|
2018
Q4 | $436K | Sell |
8,000
-3,580
| -31% | -$233K | 0.01% | 835 |
|
|
2018
Q3 | $914K | Buy |
11,580
+110
| +1% | +$9.5K | 0.02% | 647 |
|
|
2018
Q2 | $897K | Buy |
11,470
+440
| +4% | +$36K | 0.02% | 639 |
|
|
2018
Q1 | $903K | Sell |
11,030
-1,480
| -12% | -$111K | 0.02% | 645 |
|
|
2017
Q4 | $804K | Buy |
12,510
+3,080
| +33% | +$186K | 0.02% | 724 |
|
|
2017
Q3 | $506K | Buy |
+9,430
| New | +$472K | 0.01% | 947 |
|
|
2016
Q3 | $506K | Buy |
+9,430
| New | +$351K | 0.01% | 947 |
|
Other funds holding EFOR
RP
Crossmark Global Holdings's EFOR Position: Q2 2025 in Review
Crossmark Global Holdings sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 5,374 shares — an estimated $339K sold.
Crossmark Global Holdings first reported a position in EFOR in Q3 2016 and held it in 31 quarters. The position peaked at $914K in Q3 2018. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.
- Crossmark Global Holdings reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
- Crossmark Global Holdings sold 5,374 Everforth Inc shares in Q2 2025, an estimated $339K.
- Crossmark Global Holdings first reported a position in Everforth Inc in Q3 2016 and held it in 31 quarters.
- Crossmark Global Holdings's Everforth Inc position peaked at $914K in Q3 2018.
- 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.
Based on Crossmark Global Holdings's 13F filing for Q2 2025, filed 8 Aug 2025.