Sigma Planning Corp’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
|
|||||
|
2025
Q1 | $174K | Buy |
|
|||||
|
2024
Q4 | $172K | Buy |
|
|||||
|
2024
Q3 | $171K | Sell |
|
|||||
|
2024
Q2 | $176K | Sell |
|
|||||
|
2024
Q1 | $192K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $227K | Buy |
|
|||||
|
2023
Q2 | $185K | Buy |
|
|||||
|
2023
Q1 | $175K | Buy |
|
|||||
|
2022
Q4 | $159K | Sell |
|
|||||
|
2022
Q3 | $180K | Sell |
|
|||||
|
2022
Q2 | $201K | Buy |
|
|||||
|
2022
Q1 | $172K | Buy |
|
|||||
|
2021
Q4 | $178K | Buy |
|
|||||
|
2021
Q3 | $176K | Sell |
|
|||||
|
2021
Q2 | $388K | Buy |
|
|||||
|
2021
Q1 | $376K | Buy |
|
|||||
|
2020
Q4 | $341K | Buy |
|
|||||
|
2020
Q3 | $311K | Buy |
|
|||||
|
2020
Q2 | $138K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $140K | Sell |
|
|||||
|
2019
Q3 | $152K | Buy |
|
|||||
|
2019
Q2 | $151K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $187K | Sell |
|
|||||
|
2018
Q3 | $211K | Sell |
|
|||||
|
2018
Q2 | $230K | Buy |
|
|||||
|
2018
Q1 | $234K | Buy |
|
|||||
|
2017
Q4 | $226K | Sell |
|
|||||
|
2017
Q3 | $240K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $189K | Sell |
|
|||||
|
2016
Q3 | $203K | Buy |
|
|||||
|
2016
Q2 | $155K | Buy |
|
|||||
|
2016
Q1 | $151K | Sell |
|
|||||
|
2015
Q4 | $154K | Buy |
|
|||||
|
2015
Q3 | $159K | Sell |
|
|||||
|
2015
Q2 | $243K | Buy |
|
|||||
|
2015
Q1 | $187K | Buy |
|
|||||
|
2014
Q4 | $161K | Buy |
|