LPL Financial’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.7K | Buy |
11,735
+443
| +4% | +$1.84K | ﹤0.01% | 5772 |
|
|
2025
Q4 | $40K | Sell |
11,292
-3,453
| -23% | -$14.6K | ﹤0.01% | 5729 |
|
|
2025
Q3 | $71.1K | Sell |
14,745
-223
| -1% | -$1.11K | ﹤0.01% | 5580 |
|
|
2025
Q2 | $70.3K | Buy |
14,968
+40
| +0.3% | +$181 | ﹤0.01% | 5319 |
|
|
2025
Q1 | $77.3K | Sell |
14,928
-920
| -6% | -$4.8K | ﹤0.01% | 5091 |
|
|
2024
Q4 | $82.9K | Buy |
15,848
+4,955
| +45% | +$27.1K | ﹤0.01% | 5025 |
|
|
2024
Q3 | $57.8K | Sell |
10,893
-972
| -8% | -$5.13K | ﹤0.01% | 4980 |
|
|
2024
Q2 | $62.5K | Buy |
11,865
+591
| +5% | +$3.32K | ﹤0.01% | 4814 |
|
|
2024
Q1 | $69.2K | Sell |
11,274
-2,023
| -15% | -$11.6K | ﹤0.01% | 4731 |
|
|
2023
Q4 | $77.3K | Sell |
13,297
-65,386
| -83% | -$400K | ﹤0.01% | 4593 |
|
|
2023
Q3 | $538K | Sell |
78,683
-23,365
| -23% | -$198K | ﹤0.01% | 3434 |
|
|
2023
Q2 | $824K | Buy |
102,048
+10,352
| +11% | +$76.6K | ﹤0.01% | 3013 |
|
|
2023
Q1 | $579K | Sell |
91,696
-1,982
| -2% | -$12.7K | ﹤0.01% | 3202 |
|
|
2022
Q4 | $707K | Buy |
93,678
+451
| +0.5% | +$3.39K | ﹤0.01% | 2934 |
|
|
2022
Q3 | $649K | Buy |
93,227
+81,977
| +729% | +$540K | ﹤0.01% | 2912 |
|
|
2022
Q2 | $61K | Buy |
+11,250
| New | +$75.7K | ﹤0.01% | 4208 |
|
|
2019
Q3 | – | Sell |
-18,802
| Closed | -$134K | – | 3310 |
|
|
2019
Q2 | $134K | Buy |
18,802
+20
| +0.1% | +$135 | ﹤0.01% | 3119 |
|
|
2019
Q1 | $127K | Sell |
18,782
-916
| -5% | -$6.67K | ﹤0.01% | 3039 |
|
|
2018
Q4 | $134K | Buy |
+19,698
| New | +$185K | ﹤0.01% | 2915 |
|
|
2016
Q2 | – | Sell |
-29,377
| Closed | -$141K | – | 2718 |
|
|
2016
Q1 | $141K | Sell |
29,377
-264
| -0.9% | -$1.19K | ﹤0.01% | 2881 |
|
|
2015
Q4 | $140K | Buy |
29,641
+12,884
| +77% | +$78.1K | ﹤0.01% | 2923 |
|
|
2015
Q3 | $102K | Buy |
16,757
+750
| +5% | +$4.16K | ﹤0.01% | 2646 |
|
|
2015
Q2 | $96K | Buy |
16,007
+1,477
| +10% | +$10.1K | ﹤0.01% | 2756 |
|
|
2015
Q1 | $86K | Buy |
14,530
+2,217
| +18% | +$14.9K | ﹤0.01% | 2688 |
|
|
2014
Q4 | $91K | Buy |
12,313
+1,128
| +10% | +$9.46K | ﹤0.01% | 2640 |
|
|
2014
Q3 | $102K | Buy |
+11,185
| New | +$116K | ﹤0.01% | 2601 |
|
Other funds holding EPM
WA
VCM
CAMG
