IFP Advisors’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.74K | Buy |
489
+20
| +4% | +$489 | ﹤0.01% | 3479 |
|
|
2026
Q1 | $18.2K | Buy |
469
+431
| +1,134% | +$19.2K | ﹤0.01% | 2830 |
|
|
2025
Q4 | $1.83K | Sell |
38
-25
| -40% | -$1.15K | ﹤0.01% | 3874 |
|
|
2025
Q3 | $2.98K | Buy |
63
+23
| +58% | +$1.17K | ﹤0.01% | 3522 |
|
|
2025
Q2 | $3.4K | Buy |
40
+14
| +54% | +$765 | ﹤0.01% | 3628 |
|
|
2025
Q1 | $1.64K | Sell |
26
-4
| -13% | -$308 | ﹤0.01% | 3208 |
|
|
2024
Q4 | $2.5K | Buy |
30
+12
| +67% | +$1.1K | ﹤0.01% | 3016 |
|
|
2024
Q3 | $1.68K | Buy |
18
+1
| +6% | +$93 | ﹤0.01% | 2961 |
|
|
2024
Q2 | $1.5K | Buy |
17
+6
| +55% | +$573 | ﹤0.01% | 2891 |
|
|
2024
Q1 | $1.15K | Buy |
+11
| New | +$1.06K | ﹤0.01% | 2832 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$4K | – | 3411 |
|
|
2022
Q4 | $4K | Sell |
54
-31
| -36% | -$2.72K | ﹤0.01% | 3852 |
|
|
2022
Q3 | $7K | Buy |
85
+63
| +286% | +$6.11K | ﹤0.01% | 3831 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 4081 |
|
|
2022
Q1 | $2K | Buy |
+22
| New | +$2.49K | ﹤0.01% | 4081 |
|
|
2020
Q2 | – | Sell |
-99
| Closed | -$5.25K | – | 2740 |
|
|
2020
Q1 | $3K | Buy |
99
+53
| +115% | +$3K | ﹤0.01% | 2222 |
|
|
2019
Q4 | $3K | Sell |
46
-6
| -12% | -$392 | ﹤0.01% | 2343 |
|
|
2019
Q3 | $3K | Buy |
+52
| New | +$3.21K | ﹤0.01% | 2504 |
|
|
2019
Q1 | – | Sell |
-129
| Closed | -$7K | – | 2414 |
|
|
2018
Q4 | $7K | Sell |
129
-4
| -3% | -$261 | ﹤0.01% | 2658 |
|
|
2018
Q3 | $10K | Hold |
133
| – | – | ﹤0.01% | 2838 |
|
|
2018
Q2 | $10K | Sell |
133
-66
| -33% | -$5.4K | ﹤0.01% | 2874 |
|
|
2018
Q1 | $13K | Hold |
199
| – | – | ﹤0.01% | 2623 |
|
|
2017
Q4 | $13K | Sell |
199
-41
| -17% | -$2.48K | ﹤0.01% | 2659 |
|
|
2017
Q3 | $13K | Buy |
240
+14
| +6% | +$700 | ﹤0.01% | 2865 |
|
|
2017
Q2 | $12K | Sell |
226
-7
| -3% | -$360 | ﹤0.01% | 2889 |
|
|
2017
Q1 | $11K | Sell |
233
-9
| -4% | -$417 | ﹤0.01% | 2851 |
|
|
2016
Q4 | $11K | Buy |
242
+14
| +6% | +$557 | ﹤0.01% | 2835 |
|
|
2016
Q3 | $8K | Buy |
228
+56
| +33% | +$2.08K | ﹤0.01% | 2951 |
|
|
2016
Q2 | $6K | Buy |
+172
| New | +$6.33K | ﹤0.01% | 3004 |
|
|
2016
Q1 | – | Sell |
-96
| Closed | -$4K | – | 2414 |
|
|
2015
Q4 | $4K | Buy |
+96
| New | +$4.2K | ﹤0.01% | 3052 |
|
Other funds holding EFOR
IFP Advisors's EFOR Position: Q2 2026 in Review
IFP Advisors increased its Everforth Inc (EFOR) stake by 4.3% in Q2 2026, buying an estimated $489 and bringing the position to 489 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3479.
IFP Advisors first reported a position in EFOR in Q4 2015 and has held it in 29 quarters since. The position peaked at $18.2K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.
- IFP Advisors held 489 shares of Everforth Inc worth $8.74K as of Q2 2026.
- IFP Advisors bought 20 Everforth Inc shares in Q2 2026, an estimated $489.
- Everforth Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3479 holding.
- IFP Advisors first reported a position in Everforth Inc in Q4 2015 and has held it in 29 quarters since.
- IFP Advisors's Everforth Inc position peaked at $18.2K in Q1 2026.
- 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.