LPL Financial’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.3K | Buy |
14,968
+40
| +0.3% | +$188 | ﹤0.01% | 5169 |
|
|
2025
Q1 | $77.3K | Sell |
14,928
-920
| -6% | -$4.77K | ﹤0.01% | 4962 |
|
|
2024
Q4 | $82.9K | Buy |
15,848
+4,955
| +45% | +$25.9K | ﹤0.01% | 4904 |
|
|
2024
Q3 | $57.8K | Sell |
10,893
-972
| -8% | -$5.16K | ﹤0.01% | 4875 |
|
|
2024
Q2 | $62.5K | Buy |
11,865
+591
| +5% | +$3.12K | ﹤0.01% | 4715 |
|
|
2024
Q1 | $69.2K | Sell |
11,274
-2,023
| -15% | -$12.4K | ﹤0.01% | 4656 |
|
|
2023
Q4 | $77.3K | Sell |
13,297
-65,386
| -83% | -$380K | ﹤0.01% | 4528 |
|
|
2023
Q3 | $538K | Sell |
78,683
-23,365
| -23% | -$160K | ﹤0.01% | 3406 |
|
|
2023
Q2 | $824K | Buy |
102,048
+10,352
| +11% | +$83.5K | ﹤0.01% | 2990 |
|
|
2023
Q1 | $579K | Sell |
91,696
-1,982
| -2% | -$12.5K | ﹤0.01% | 3190 |
|
|
2022
Q4 | $707K | Buy |
93,678
+451
| +0.5% | +$3.41K | ﹤0.01% | 2925 |
|
|
2022
Q3 | $649K | Buy |
93,227
+81,977
| +729% | +$571K | ﹤0.01% | 2899 |
|
|
2022
Q2 | $61K | Buy |
+11,250
| New | +$61K | ﹤0.01% | 4176 |
|
|
2019
Q3 | – | Sell |
-18,802
| Closed | -$134K | – | 3297 |
|
|
2019
Q2 | $134K | Buy |
18,802
+20
| +0.1% | +$143 | ﹤0.01% | 3103 |
|
|
2019
Q1 | $127K | Sell |
18,782
-916
| -5% | -$6.19K | ﹤0.01% | 3022 |
|
|
2018
Q4 | $134K | Buy |
+19,698
| New | +$134K | ﹤0.01% | 2899 |
|
|
2016
Q2 | – | Sell |
-29,377
| Closed | -$141K | – | 2718 |
|
|
2016
Q1 | $141K | Sell |
29,377
-264
| -0.9% | -$1.27K | ﹤0.01% | 2881 |
|
|
2015
Q4 | $140K | Buy |
29,641
+12,884
| +77% | +$60.9K | ﹤0.01% | 2923 |
|
|
2015
Q3 | $102K | Buy |
16,757
+750
| +5% | +$4.57K | ﹤0.01% | 2646 |
|
|
2015
Q2 | $96K | Buy |
16,007
+1,477
| +10% | +$8.86K | ﹤0.01% | 2756 |
|
|
2015
Q1 | $86K | Buy |
14,530
+2,217
| +18% | +$13.1K | ﹤0.01% | 2688 |
|
|
2014
Q4 | $91K | Buy |
12,313
+1,128
| +10% | +$8.34K | ﹤0.01% | 2640 |
|
|
2014
Q3 | $102K | Buy |
+11,185
| New | +$102K | ﹤0.01% | 2601 |
|