Principal Financial Group’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
123,655
+60,901
| +97% | +$686K | ﹤0.01% | 1845 |
|
|
2025
Q1 | $594K | Buy |
62,754
+299
| +0.5% | +$2.83K | ﹤0.01% | 1912 |
|
|
2024
Q4 | $703K | Buy |
62,455
+5,073
| +9% | +$57.1K | ﹤0.01% | 1920 |
|
|
2024
Q3 | $1.62M | Buy |
57,382
+41,788
| +268% | +$1.18M | ﹤0.01% | 1799 |
|
|
2024
Q2 | $298K | Buy |
15,594
+480
| +3% | +$9.18K | ﹤0.01% | 2059 |
|
|
2024
Q1 | $496K | Buy |
15,114
+2,398
| +19% | +$78.6K | ﹤0.01% | 1984 |
|
|
2023
Q4 | $420K | Buy |
12,716
+1,202
| +10% | +$39.7K | ﹤0.01% | 1990 |
|
|
2023
Q3 | $314K | Sell |
11,514
-104,781
| -90% | -$2.85M | ﹤0.01% | 2050 |
|
|
2023
Q2 | $3.52M | Sell |
116,295
-11,911
| -9% | -$361K | ﹤0.01% | 1643 |
|
|
2023
Q1 | $4.16M | Buy |
128,206
+88,680
| +224% | +$2.88M | ﹤0.01% | 1596 |
|
|
2022
Q4 | $1.11M | Buy |
39,526
+6,084
| +18% | +$171K | ﹤0.01% | 1845 |
|
|
2022
Q3 | $1.2M | Sell |
33,442
-571,111
| -94% | -$20.5M | ﹤0.01% | 1813 |
|
|
2022
Q2 | $18.6M | Sell |
604,553
-22,311
| -4% | -$685K | 0.01% | 870 |
|
|
2022
Q1 | $20.2M | Buy |
626,864
+247,386
| +65% | +$7.99M | 0.01% | 899 |
|
|
2021
Q4 | $10.5M | Buy |
379,478
+194,279
| +105% | +$5.38M | 0.01% | 1367 |
|
|
2021
Q3 | $5.74M | Buy |
185,199
+72,625
| +65% | +$2.25M | ﹤0.01% | 1633 |
|
|
2021
Q2 | $2.38M | Buy |
112,574
+93,552
| +492% | +$1.98M | ﹤0.01% | 1867 |
|
|
2021
Q1 | $384K | Buy |
19,022
+1,341
| +8% | +$27.1K | ﹤0.01% | 2214 |
|
|
2020
Q4 | $283K | Buy |
+17,681
| New | +$283K | ﹤0.01% | 2249 |
|
|
2018
Q4 | – | Sell |
-7,055
| Closed | -$200K | – | 2263 |
|
|
2018
Q3 | $200K | Buy |
+7,055
| New | +$200K | ﹤0.01% | 2171 |
|