Raymond James & Associates’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.73M | Buy |
29,249
+1,827
| +7% | +$170K | ﹤0.01% | 2038 |
|
|
2024
Q2 | $2.42M | Sell |
27,422
-1,238
| -4% | -$118K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $3M | Buy |
28,660
+4,911
| +21% | +$475K | ﹤0.01% | 1910 |
|
|
2023
Q4 | $2.28M | Sell |
23,749
-6
| -0% | -$524 | ﹤0.01% | 2024 |
|
|
2023
Q3 | $1.94M | Sell |
23,755
-384
| -2% | -$30.6K | ﹤0.01% | 2040 |
|
|
2023
Q2 | $1.83M | Buy |
24,139
+96
| +0.4% | +$6.9K | ﹤0.01% | 2115 |
|
|
2023
Q1 | $1.99M | Sell |
24,043
-14,975
| -38% | -$1.3M | ﹤0.01% | 2038 |
|
|
2022
Q4 | $3.18M | Sell |
39,018
-869
| -2% | -$76.2K | ﹤0.01% | 1712 |
|
|
2022
Q3 | $3.6M | Sell |
39,887
-2,550
| -6% | -$247K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $3.83M | Sell |
42,437
-611
| -1% | -$62.7K | ﹤0.01% | 1582 |
|
|
2022
Q1 | $5.02M | Sell |
43,048
-156
| -0.4% | -$17.7K | ﹤0.01% | 1507 |
|
|
2021
Q4 | $5.33M | Sell |
43,204
-3,241
| -7% | -$396K | ﹤0.01% | 1509 |
|
|
2021
Q3 | $5.25M | Buy |
46,445
+1,218
| +3% | +$128K | ﹤0.01% | 1468 |
|
|
2021
Q2 | $4.38M | Buy |
45,227
+1,438
| +3% | +$147K | ﹤0.01% | 1574 |
|
|
2021
Q1 | $4.18M | Sell |
43,789
-1,544
| -3% | -$143K | ﹤0.01% | 1543 |
|
|
2020
Q4 | $3.79M | Sell |
45,333
-260
| -0.6% | -$20K | ﹤0.01% | 1492 |
|
|
2020
Q3 | $2.9M | Buy |
45,593
+11,999
| +36% | +$826K | ﹤0.01% | 1531 |
|
|
2020
Q2 | $2.24M | Buy |
33,594
+25,041
| +293% | +$1.33M | ﹤0.01% | 1669 |
|
|
2020
Q1 | $302K | Buy |
+8,553
| New | +$485K | ﹤0.01% | 2767 |
|
|
2018
Q4 | – | Sell |
-4,427
| Closed | -$349K | – | 3552 |
|
|
2018
Q3 | $349K | Sell |
4,427
-503
| -10% | -$43.4K | ﹤0.01% | 2941 |
|
|
2018
Q2 | $385K | Buy |
4,930
+766
| +18% | +$62.7K | ﹤0.01% | 2854 |
|
|
2018
Q1 | $341K | Sell |
4,164
-519
| -11% | -$38.9K | ﹤0.01% | 2809 |
|
|
2017
Q4 | $301K | Buy |
+4,683
| New | +$283K | ﹤0.01% | 2832 |
|
|
2017
Q3 | – | Sell |
-9,638
| Closed | -$522K | – | 3406 |
|
|
2017
Q2 | $522K | Sell |
9,638
-40,619
| -81% | -$2.09M | ﹤0.01% | 2387 |
|
|
2017
Q1 | $2.44M | Buy |
50,257
+5,018
| +11% | +$232K | 0.01% | 1410 |
|
|
2016
Q4 | $2M | Sell |
45,239
-1,468
| -3% | -$58.4K | 0.01% | 1486 |
|
|
2016
Q3 | $1.7M | Buy |
46,707
+214
| +0.5% | +$7.96K | ﹤0.01% | 1562 |
|
|
2016
Q2 | $1.72M | Buy |
46,493
+2,494
| +6% | +$91.8K | 0.01% | 1417 |
|
|
2016
Q1 | $1.62M | Buy |
43,999
+3,691
| +9% | +$130K | 0.01% | 1403 |
|
|
2015
Q4 | $1.81M | Buy |
40,308
+8,167
| +25% | +$357K | 0.01% | 1319 |
|
|
2015
Q3 | $1.19M | Sell |
32,141
-364
| -1% | -$13.8K | ﹤0.01% | 1506 |
|
|
2015
Q2 | $1.28M | Buy |
+32,505
| New | +$1.24M | ﹤0.01% | 1598 |
|
Other funds holding EFOR
Raymond James & Associates's EFOR Position: Q3 2024 in Review
Raymond James & Associates increased its Everforth Inc (EFOR) stake by 6.7% in Q3 2024, buying an estimated $170K and bringing the position to 29,249 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2038.
Raymond James & Associates first reported a position in EFOR in Q2 2015 and has held it in 32 quarters since. The position peaked at $5.33M in Q4 2021. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.
- Raymond James & Associates held 29,249 shares of Everforth Inc worth $2.73M as of Q3 2024.
- Raymond James & Associates bought 1,827 Everforth Inc shares in Q3 2024, an estimated $170K.
- Everforth Inc made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2038 holding.
- Raymond James & Associates first reported a position in Everforth Inc in Q2 2015 and has held it in 32 quarters since.
- Raymond James & Associates's Everforth Inc position peaked at $5.33M in Q4 2021.
- 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.
Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.