ERn Financial LLC’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
29,574
| – | – | 0.07% | 116 |
|
|
2025
Q1 | $280K | Hold |
29,574
| – | – | 0.04% | 159 |
|
|
2024
Q4 | $333K | Hold |
29,574
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $836K | Sell |
29,574
-30,000
| -50% | -$848K | 0.13% | 109 |
|
|
2024
Q2 | $1.14M | Hold |
59,574
| – | – | 0.19% | 81 |
|
|
2024
Q1 | $1.95M | Sell |
59,574
-7,676
| -11% | -$252K | 0.34% | 61 |
|
|
2023
Q4 | $2.01M | Hold |
67,250
| – | – | 0.38% | 58 |
|
|
2023
Q3 | $1.83M | Buy |
+67,250
| New | +$1.83M | 0.4% | 58 |
|