Oppenheimer Asset Management’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $497K | Buy |
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|
2025
Q4 | $447K | Sell |
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|
2025
Q3 | $470K | Buy |
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|
2025
Q2 | $247K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $298K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $11K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $166K | Sell |
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|
2018
Q4 | $198K | Sell |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $324K | Buy |
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|
2018
Q1 | $259K | Buy |
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