Geneos Wealth Management’s Evolution Petroleum EPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,800
Closed -$11.1K 2095
2024
Q1
$11.1K Hold
1,800
﹤0.01% 1525
2023
Q4
$10.5K Hold
1,800
﹤0.01% 1542
2023
Q3
$12.3K Hold
1,800
﹤0.01% 1507
2023
Q2
$14.5K Hold
1,800
﹤0.01% 1473
2023
Q1
$11.4K Hold
1,800
﹤0.01% 1516
2022
Q4
$13.6K Hold
1,800
﹤0.01% 1449
2022
Q3
$12K Hold
1,800
﹤0.01% 1460
2022
Q2
$9K Hold
1,800
﹤0.01% 1982
2022
Q1
$12K Hold
1,800
﹤0.01% 2000
2021
Q4
$9K Hold
1,800
﹤0.01% 2209
2021
Q3
$10K Hold
1,800
﹤0.01% 2215
2021
Q2
$8K Hold
1,800
﹤0.01% 2277
2021
Q1
$5K Hold
1,800
﹤0.01% 2645
2020
Q4
$5K Hold
1,800
﹤0.01% 2466
2020
Q3
$4K Hold
1,800
﹤0.01% 2248
2020
Q2
$5K Hold
1,800
﹤0.01% 2135
2020
Q1
$4K Hold
1,800
﹤0.01% 2090
2019
Q4
$10K Hold
1,800
﹤0.01% 1964
2019
Q3
$10K Hold
1,800
﹤0.01% 1886
2019
Q2
$12K Hold
1,800
﹤0.01% 1837
2019
Q1
$12K Hold
1,800
﹤0.01% 1774
2018
Q4
$12K Hold
1,800
﹤0.01% 1717
2018
Q3
$19K Buy
+1,800
New +$19K ﹤0.01% 1583
2018
Q2
Sell
-1,800
Closed -$14K 2277
2018
Q1
$14K Hold
1,800
﹤0.01% 1526
2017
Q4
$12K Hold
1,800
﹤0.01% 1559
2017
Q3
$12K Hold
1,800
﹤0.01% 1506
2017
Q2
$14K Hold
1,800
﹤0.01% 1400
2017
Q1
$14K Hold
1,800
﹤0.01% 1362
2016
Q4
$18K Hold
1,800
﹤0.01% 1226
2016
Q3
$11K Buy
+1,800
New +$11K ﹤0.01% 1331