Morgan Stanley’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 | $2.98M | Sell |
651,329
-8,634
| -1% | -$35.9K | ﹤0.01% | 4474 |
|
|
2025
Q4 | $2.34M | Buy |
659,963
+18,897
| +3% | +$79.7K | ﹤0.01% | 4703 |
|
|
2025
Q3 | $3.09M | Buy |
641,066
+48,471
| +8% | +$242K | ﹤0.01% | 4509 |
|
|
2025
Q2 | $2.79M | Sell |
592,595
-16,442
| -3% | -$74.5K | ﹤0.01% | 4503 |
|
|
2025
Q1 | $3.15M | Sell |
609,037
-11,541
| -2% | -$60.2K | ﹤0.01% | 4293 |
|
|
2024
Q4 | $3.25M | Sell |
620,578
-16,813
| -3% | -$92K | ﹤0.01% | 4337 |
|
|
2024
Q3 | $3.38M | Sell |
637,391
-700
| -0.1% | -$3.69K | ﹤0.01% | 4259 |
|
|
2024
Q2 | $3.36M | Sell |
638,091
-30,596
| -5% | -$172K | ﹤0.01% | 4202 |
|
|
2024
Q1 | $4.11M | Sell |
668,687
-400,449
| -37% | -$2.3M | ﹤0.01% | 4067 |
|
|
2023
Q4 | $6.21M | Buy |
1,069,136
+702,220
| +191% | +$4.3M | ﹤0.01% | 4247 |
|
|
2023
Q3 | $2.51M | Sell |
366,916
-21,475
| -6% | -$182K | ﹤0.01% | 4247 |
|
|
2023
Q2 | $3.13M | Buy |
388,391
+206,535
| +114% | +$1.53M | ﹤0.01% | 4113 |
|
|
2023
Q1 | $1.15M | Buy |
181,856
+29,581
| +19% | +$190K | ﹤0.01% | 4779 |
|
|
2022
Q4 | $1.15M | Sell |
152,275
-12,332
| -7% | -$92.7K | ﹤0.01% | 4797 |
|
|
2022
Q3 | $1.15M | Sell |
164,607
-93,710
| -36% | -$618K | ﹤0.01% | 4807 |
|
|
2022
Q2 | $1.41M | Buy |
258,317
+87,274
| +51% | +$587K | ﹤0.01% | 4777 |
|
|
2022
Q1 | $1.16M | Buy |
171,043
+27,672
| +19% | +$178K | ﹤0.01% | 4884 |
|
|
2021
Q4 | $725K | Sell |
143,371
-12,239
| -8% | -$67.8K | ﹤0.01% | 5304 |
|
|
2021
Q3 | $884K | Sell |
155,610
-35,622
| -19% | -$159K | ﹤0.01% | 5131 |
|
|
2021
Q2 | $948K | Buy |
191,232
+114,433
| +149% | +$450K | ﹤0.01% | 5108 |
|
|
2021
Q1 | $260K | Sell |
76,799
-35,972
| -32% | -$124K | ﹤0.01% | 5501 |
|
|
2020
Q4 | $321K | Buy |
112,771
+7,068
| +7% | +$17.9K | ﹤0.01% | 5332 |
|
|
2020
Q3 | $237K | Sell |
105,703
-7,073
| -6% | -$18.8K | ﹤0.01% | 5020 |
|
|
2020
Q2 | $315K | Sell |
112,776
-200,989
| -64% | -$539K | ﹤0.01% | 4846 |
|
|
2020
Q1 | $818K | Buy |
313,765
+2,713
| +0.9% | +$12.3K | ﹤0.01% | 4093 |
|
|
2019
Q4 | $1.7M | Buy |
311,052
+100,027
| +47% | +$550K | ﹤0.01% | 4162 |
|
|
2019
Q3 | $1.23M | Buy |
211,025
+172,983
| +455% | +$1.06M | ﹤0.01% | 4166 |
|
|
2019
Q2 | $272K | Sell |
38,042
-92,266
| -71% | -$623K | ﹤0.01% | 4882 |
|
|
2019
Q1 | $880K | Sell |
130,308
-198,852
| -60% | -$1.45M | ﹤0.01% | 4197 |
|
|
2018
Q4 | $2.25M | Buy |
329,160
+57,390
| +21% | +$538K | ﹤0.01% | 3667 |
|
|
2018
Q3 | $3M | Buy |
271,770
+51,383
| +23% | +$541K | ﹤0.01% | 3675 |
|
|
2018
Q2 | $2.17M | Buy |
220,387
+58,045
| +36% | +$534K | ﹤0.01% | 4001 |
|
|
2018
Q1 | $1.31M | Buy |
162,342
+11,502
| +8% | +$89.2K | ﹤0.01% | 4357 |
|
|
2017
Q4 | $1.03M | Buy |
150,840
+5,372
| +4% | +$37.7K | ﹤0.01% | 4513 |
|
|
2017
Q3 | $1.05M | Buy |
145,468
+30,264
| +26% | +$229K | ﹤0.01% | 4391 |
|
|
2017
Q2 | $933K | Buy |
115,204
+17,910
| +18% | +$140K | ﹤0.01% | 4418 |
|
|
2017
Q1 | $779K | Sell |
97,294
-52,435
| -35% | -$447K | ﹤0.01% | 4562 |
|
|
2016
Q4 | $1.5M | Buy |
149,729
+71,169
| +91% | +$596K | ﹤0.01% | 4163 |
|
|
2016
Q3 | $494K | Sell |
78,560
-71,661
| -48% | -$410K | ﹤0.01% | 4530 |
|
|
2016
Q2 | $822K | Sell |
150,221
-89,831
| -37% | -$485K | ﹤0.01% | 4120 |
|
|
2016
Q1 | $1.17M | Sell |
240,052
-57,592
| -19% | -$259K | ﹤0.01% | 3813 |
|
|
2015
Q4 | $1.43M | Buy |
297,644
+76,143
| +34% | +$462K | ﹤0.01% | 3779 |
|
|
2015
Q3 | $1.23M | Sell |
221,501
-11,546
| -5% | -$64K | ﹤0.01% | 3944 |
|
|
2015
Q2 | $1.54M | Buy |
233,047
+41,881
| +22% | +$286K | ﹤0.01% | 3861 |
|
|
2015
Q1 | $1.14M | Buy |
191,166
+177,229
| +1,272% | +$1.19M | ﹤0.01% | 4030 |
|
|
2014
Q4 | $103K | Sell |
13,937
-28,389
| -67% | -$238K | ﹤0.01% | 5537 |
|
|
2014
Q3 | $389K | Sell |
42,326
-27,775
| -40% | -$287K | ﹤0.01% | 4738 |
|
|
2014
Q2 | $767K | Sell |
70,101
-6,245
| -8% | -$71.6K | ﹤0.01% | 4269 |
|
|
2014
Q1 | $972K | Buy |
76,346
+15,794
| +26% | +$202K | ﹤0.01% | 4008 |
|
|
2013
Q4 | $747K | Buy |
60,552
+21,190
| +54% | +$255K | ﹤0.01% | 4157 |
|
|
2013
Q3 | $443K | Buy |
+39,362
| New | +$455K | ﹤0.01% | 4420 |
|
Other funds holding EPM
WA
VCM
CAMG
