EI
Ellevest Inc’s Evolution Petroleum EPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
23,545
-19,176
| -45% | -$90.1K | 0.02% | 384 |
|
|
2025
Q1 | $221K | Buy |
42,721
+3,242
| +8% | +$16.8K | 0.01% | 354 |
|
|
2024
Q4 | $206K | Sell |
39,479
-6,909
| -15% | -$36.1K | 0.01% | 387 |
|
|
2024
Q3 | $246K | Buy |
46,388
+7,044
| +18% | +$37.4K | 0.01% | 362 |
|
|
2024
Q2 | $207K | Buy |
39,344
+3,173
| +9% | +$16.7K | 0.01% | 383 |
|
|
2024
Q1 | $222K | Buy |
+36,171
| New | +$222K | 0.01% | 361 |
|
|
2023
Q2 | – | Sell |
-195
| Closed | -$1.23K | – | 746 |
|
|
2023
Q1 | $1.23K | Hold |
195
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q4 | $1.47K | Hold |
195
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q3 | $1K | Hold |
195
| – | – | ﹤0.01% | 1454 |
|
|
2022
Q2 | $1K | Hold |
195
| – | – | ﹤0.01% | 1245 |
|
|
2022
Q1 | $1K | Sell |
195
-798
| -80% | -$4.09K | ﹤0.01% | 1281 |
|
|
2021
Q4 | $5K | Sell |
993
-1,310
| -57% | -$6.6K | ﹤0.01% | 990 |
|
|
2021
Q3 | $13K | Sell |
2,303
-212
| -8% | -$1.2K | ﹤0.01% | 774 |
|
|
2021
Q2 | $12K | Sell |
2,515
-701
| -22% | -$3.35K | ﹤0.01% | 726 |
|
|
2021
Q1 | $11K | Sell |
3,216
-24
| -0.7% | -$82 | ﹤0.01% | 767 |
|
|
2020
Q4 | $9K | Sell |
3,240
-285
| -8% | -$792 | ﹤0.01% | 752 |
|
|
2020
Q3 | $8K | Buy |
3,525
+3,270
| +1,282% | +$7.42K | ﹤0.01% | 689 |
|
|
2020
Q2 | $1K | Hold |
255
| – | – | ﹤0.01% | 987 |
|
|
2020
Q1 | $1K | Buy |
255
+225
| +750% | +$882 | ﹤0.01% | 872 |
|
|
2019
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 984 |
|