LPL Financial’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,876
| Closed | -$279K | – | 5198 |
|
|
2024
Q3 | $279K | Buy |
+9,876
| New | +$279K | ﹤0.01% | 4401 |
|
|
2024
Q2 | – | Sell |
-8,023
| Closed | -$263K | – | 4945 |
|
|
2024
Q1 | $263K | Buy |
8,023
+240
| +3% | +$7.87K | ﹤0.01% | 4241 |
|
|
2023
Q4 | $257K | Buy |
+7,783
| New | +$257K | ﹤0.01% | 4152 |
|
|
2023
Q3 | – | Sell |
-7,895
| Closed | -$239K | – | 4664 |
|
|
2023
Q2 | $239K | Sell |
7,895
-12,952
| -62% | -$392K | ﹤0.01% | 3973 |
|
|
2023
Q1 | $676K | Sell |
20,847
-3,565
| -15% | -$116K | ﹤0.01% | 3080 |
|
|
2022
Q4 | $685K | Sell |
24,412
-742
| -3% | -$20.8K | ﹤0.01% | 2966 |
|
|
2022
Q3 | $904K | Buy |
25,154
+3,005
| +14% | +$108K | ﹤0.01% | 2619 |
|
|
2022
Q2 | $680K | Buy |
22,149
+1,439
| +7% | +$44.2K | ﹤0.01% | 2907 |
|
|
2022
Q1 | $669K | Buy |
20,710
+1,605
| +8% | +$51.8K | ﹤0.01% | 2948 |
|
|
2021
Q4 | $529K | Buy |
19,105
+10,691
| +127% | +$296K | ﹤0.01% | 3223 |
|
|
2021
Q3 | $261K | Buy |
+8,414
| New | +$261K | ﹤0.01% | 3738 |
|
|
2018
Q3 | – | Sell |
-11,659
| Closed | -$245K | – | 3232 |
|
|
2018
Q2 | $245K | Sell |
11,659
-1,277
| -10% | -$26.8K | ﹤0.01% | 2813 |
|
|
2018
Q1 | $184K | Buy |
+12,936
| New | +$184K | ﹤0.01% | 2959 |
|