Prospera Financial Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
18,739
+1,272
| +7% | +$15.4K | ﹤0.01% | 1220 |
|
|
2025
Q1 | $214K | Buy |
17,467
+2,030
| +13% | +$24.9K | ﹤0.01% | 1107 |
|
|
2024
Q4 | $198K | Buy |
15,437
+586
| +4% | +$7.5K | ﹤0.01% | 1089 |
|
|
2024
Q3 | $189K | Buy |
14,851
+1,095
| +8% | +$14K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $180K | Buy |
13,756
+95
| +0.7% | +$1.24K | 0.01% | 1081 |
|
|
2024
Q1 | $178K | Sell |
13,661
-2,988
| -18% | -$38.9K | 0.01% | 1050 |
|
|
2023
Q4 | $211K | Buy |
16,649
+114
| +0.7% | +$1.44K | 0.01% | 985 |
|
|
2023
Q3 | $200K | Sell |
16,535
-1,089
| -6% | -$13.2K | 0.01% | 952 |
|
|
2023
Q2 | $207K | Buy |
17,624
+100
| +0.6% | +$1.18K | 0.01% | 939 |
|
|
2023
Q1 | $199K | Buy |
17,524
+81
| +0.5% | +$918 | 0.01% | 902 |
|
|
2022
Q4 | $191K | Sell |
17,443
-9,957
| -36% | -$109K | 0.01% | 849 |
|
|
2022
Q3 | $304K | Sell |
27,400
-6,500
| -19% | -$72.1K | 0.02% | 652 |
|
|
2022
Q2 | $416K | Buy |
33,900
+6,000
| +22% | +$73.6K | 0.02% | 570 |
|
|
2022
Q1 | $374K | Hold |
27,900
| – | – | 0.02% | 679 |
|
|
2021
Q4 | $412K | Buy |
27,900
+2,000
| +8% | +$29.5K | 0.02% | 623 |
|
|
2021
Q3 | $378K | Hold |
25,900
| – | – | 0.02% | 604 |
|
|
2021
Q2 | $366K | Sell |
25,900
-325
| -1% | -$4.59K | 0.02% | 611 |
|
|
2021
Q1 | $362K | Hold |
26,225
| – | – | 0.02% | 569 |
|
|
2020
Q4 | $334K | Buy |
+26,225
| New | +$334K | 0.02% | 507 |
|
|
2020
Q3 | – | Sell |
-22,900
| Closed | -$259K | – | 1630 |
|
|
2020
Q2 | $259K | Buy |
+22,900
| New | +$259K | 0.02% | 483 |
|