IFP Advisors’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 | – | Hold |
0
| – | -$57 | – | 3689 |
|
|
2025
Q1 | – | Hold |
0
| – | -$68 | – | 3994 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4160 |
|
|
2023
Q2 | – | Sell |
-68
| Closed | -$1.35K | – | 3481 |
|
|
2023
Q1 | $1.35K | Sell |
68
-18
| -21% | -$356 | ﹤0.01% | 3019 |
|
|
2022
Q4 | $3K | Sell |
86
-476
| -85% | -$16.6K | ﹤0.01% | 4000 |
|
|
2022
Q3 | $18K | Buy |
562
+503
| +853% | +$16.1K | ﹤0.01% | 3181 |
|
|
2022
Q2 | $2K | Hold |
59
| – | – | ﹤0.01% | 4113 |
|
|
2022
Q1 | $2K | Buy |
59
+56
| +1,867% | +$1.9K | ﹤0.01% | 4113 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2941 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3714 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3453 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3366 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3260 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3129 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3009 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2999 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3070 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3233 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | – | – | 2655 |
|
|
2018
Q4 | $0 | Sell |
9
-200
| -96% | – | ﹤0.01% | 3579 |
|
|
2018
Q3 | $6K | Buy |
209
+91
| +77% | +$2.61K | ﹤0.01% | 3084 |
|
|
2018
Q2 | $2K | Sell |
118
-48
| -29% | -$814 | ﹤0.01% | 3524 |
|
|
2018
Q1 | $2K | Hold |
166
| – | – | ﹤0.01% | 3492 |
|
|
2017
Q4 | $2K | Buy |
166
+157
| +1,744% | +$1.89K | ﹤0.01% | 3492 |
|
|
2017
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 4063 |
|
|
2017
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4076 |
|