Salem Investment Counselors’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 | $3.76M | Sell |
333,935
-79,690
| -19% | -$897K | 0.12% | 105 |
|
|
2025
Q1 | $3.92M | Buy |
413,625
+63,470
| +18% | +$601K | 0.14% | 98 |
|
|
2024
Q4 | $3.94M | Buy |
350,155
+121,369
| +53% | +$1.37M | 0.13% | 101 |
|
|
2024
Q3 | $6.47M | Buy |
228,786
+2,885
| +1% | +$81.6K | 0.19% | 72 |
|
|
2024
Q2 | $4.32M | Buy |
225,901
+105,780
| +88% | +$2.02M | 0.14% | 97 |
|
|
2024
Q1 | $3.94M | Buy |
120,121
+111,046
| +1,224% | +$3.64M | 0.13% | 106 |
|
|
2023
Q4 | $300K | Hold |
9,075
| – | – | 0.01% | 304 |
|
|
2023
Q3 | $247K | Buy |
9,075
+8,000
| +744% | +$218K | 0.01% | 313 |
|
|
2023
Q2 | $32.6K | Hold |
1,075
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $34.9K | Hold |
1,075
| – | – | ﹤0.01% | 596 |
|
|
2022
Q4 | $30.2K | Hold |
1,075
| – | – | ﹤0.01% | 596 |
|
|
2022
Q3 | $39K | Hold |
1,075
| – | – | ﹤0.01% | 516 |
|
|
2022
Q2 | $33K | Hold |
1,075
| – | – | ﹤0.01% | 574 |
|
|
2022
Q1 | $35K | Hold |
1,075
| – | – | ﹤0.01% | 567 |
|
|
2021
Q4 | $30K | Hold |
1,075
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $33K | Sell |
1,075
-1,000
| -48% | -$30.7K | ﹤0.01% | 558 |
|
|
2021
Q2 | $44K | Hold |
2,075
| – | – | ﹤0.01% | 495 |
|
|
2021
Q1 | $42K | Buy |
+2,075
| New | +$42K | ﹤0.01% | 475 |
|
|
2019
Q2 | – | Sell |
-575
| Closed | -$16K | – | 678 |
|
|
2019
Q1 | $16K | Buy |
+575
| New | +$16K | ﹤0.01% | 381 |
|
|
2018
Q4 | – | Sell |
-575
| Closed | -$16K | – | 244 |
|
|
2018
Q3 | $16K | Sell |
575
-105,915
| -99% | -$2.95M | ﹤0.01% | 381 |
|
|
2018
Q2 | $2.24M | Buy |
106,490
+200
| +0.2% | +$4.21K | 0.21% | 78 |
|
|
2018
Q1 | $1.48M | Sell |
106,290
-13,050
| -11% | -$182K | 0.17% | 99 |
|
|
2017
Q4 | $1.47M | Sell |
119,340
-39,365
| -25% | -$484K | 0.16% | 104 |
|
|
2017
Q3 | $2.93M | Buy |
158,705
+116,975
| +280% | +$2.16M | 0.34% | 69 |
|
|
2017
Q2 | $1.06M | Buy |
41,730
+10,000
| +32% | +$254K | 0.12% | 120 |
|
|
2017
Q1 | $734K | Buy |
31,730
+3,450
| +12% | +$79.8K | 0.08% | 156 |
|
|
2016
Q4 | $419K | Buy |
28,280
+1,200
| +4% | +$17.8K | 0.05% | 189 |
|
|
2016
Q3 | $6.67K | Hold |
27,080
| – | – | 0.09% | 141 |
|
|
2016
Q2 | $520K | Buy |
27,080
+3,100
| +13% | +$59.5K | 0.06% | 175 |
|
|
2016
Q1 | $253K | Buy |
+23,980
| New | +$253K | 0.03% | 223 |
|