Sowell Financial Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
26,797
-3,331
| -11% | -$80.3K | 0.03% | 543 |
|
|
2025
Q1 | $701K | Sell |
30,128
-3,588
| -11% | -$83.5K | 0.03% | 499 |
|
|
2024
Q4 | $811K | Sell |
33,716
-839
| -2% | -$20.2K | 0.04% | 341 |
|
|
2024
Q3 | $853K | Buy |
34,555
+4,688
| +16% | +$116K | 0.04% | 366 |
|
|
2024
Q2 | $696K | Buy |
29,867
+199
| +0.7% | +$4.64K | 0.03% | 389 |
|
|
2024
Q1 | $700K | Sell |
29,668
-2,362
| -7% | -$55.7K | 0.03% | 403 |
|
|
2023
Q4 | $713K | Buy |
32,030
+2,901
| +10% | +$64.6K | 0.04% | 384 |
|
|
2023
Q3 | $617K | Sell |
29,129
-17,772
| -38% | -$376K | 0.04% | 371 |
|
|
2023
Q2 | $1.07M | Buy |
46,901
+2,951
| +7% | +$67.1K | 0.06% | 343 |
|
|
2023
Q1 | $994K | Sell |
43,950
-1,514
| -3% | -$34.2K | 0.08% | 295 |
|
|
2022
Q4 | $1.04M | Buy |
45,464
+3,452
| +8% | +$78.7K | 0.07% | 310 |
|
|
2022
Q3 | $914K | Buy |
42,012
+1,563
| +4% | +$34K | 0.09% | 247 |
|
|
2022
Q2 | $966K | Buy |
40,449
+1,691
| +4% | +$40.4K | 0.09% | 167 |
|
|
2022
Q1 | $969K | Buy |
38,758
+2,312
| +6% | +$57.8K | 0.17% | 92 |
|
|
2021
Q4 | $1.09M | Buy |
+36,446
| New | +$1.09M | 0.06% | 317 |
|
|
2021
Q2 | – | Sell |
-18,557
| Closed | -$523K | – | 1194 |
|
|
2021
Q1 | $523K | Buy |
18,557
+510
| +3% | +$14.4K | 0.02% | 627 |
|
|
2020
Q4 | $427K | Buy |
18,047
+4,962
| +38% | +$117K | 0.02% | 566 |
|
|
2020
Q3 | $258K | Sell |
13,085
-3,405
| -21% | -$67.1K | 0.01% | 658 |
|
|
2020
Q2 | $317K | Hold |
16,490
| – | – | 0.02% | 578 |
|
|
2020
Q1 | $278K | Hold |
16,490
| – | – | 0.02% | 568 |
|
|
2019
Q4 | $421K | Hold |
16,490
| – | – | 0.03% | 499 |
|
|
2019
Q3 | $405K | Buy |
+16,490
| New | +$405K | 0.03% | 463 |
|