Steward Partners Investment Advisory’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 | $102K | Buy |
8,450
+250
| +3% | +$3.03K | ﹤0.01% | 2104 |
|
|
2025
Q1 | $100K | Buy |
8,200
+900
| +12% | +$11K | ﹤0.01% | 2015 |
|
|
2024
Q4 | $93.4K | Hold |
7,300
| – | – | ﹤0.01% | 2016 |
|
|
2024
Q3 | $93.1K | Hold |
7,300
| – | – | ﹤0.01% | 1912 |
|
|
2024
Q2 | $95.5K | Hold |
7,300
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q1 | $95.1K | Hold |
7,300
| – | – | ﹤0.01% | 1798 |
|
|
2023
Q4 | $92.4K | Buy |
7,300
+1,000
| +16% | +$12.7K | ﹤0.01% | 1730 |
|
|
2023
Q3 | $76.3K | Hold |
6,300
| – | – | ﹤0.01% | 1705 |
|
|
2023
Q2 | $74K | Hold |
6,300
| – | – | ﹤0.01% | 1726 |
|
|
2023
Q1 | $71.4K | Hold |
6,300
| – | – | ﹤0.01% | 1716 |
|
|
2022
Q4 | $68.9K | Hold |
6,300
| – | – | ﹤0.01% | 1710 |
|
|
2022
Q3 | $70K | Buy |
6,300
+300
| +5% | +$3.33K | ﹤0.01% | 1632 |
|
|
2022
Q2 | $74K | Buy |
6,000
+1,200
| +25% | +$14.8K | ﹤0.01% | 1619 |
|
|
2022
Q1 | $64K | Hold |
4,800
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q4 | $71K | Hold |
4,800
| – | – | ﹤0.01% | 1737 |
|
|
2021
Q3 | $70K | Buy |
4,800
+350
| +8% | +$5.1K | ﹤0.01% | 1710 |
|
|
2021
Q2 | $63K | Sell |
4,450
-2,350
| -35% | -$33.3K | ﹤0.01% | 2859 |
|
|
2021
Q1 | $93.8K | Buy |
+6,800
| New | +$93.8K | ﹤0.01% | 1663 |
|
|
2020
Q2 | – | Sell |
-1,250
| Closed | -$12K | – | 2677 |
|
|
2020
Q1 | $12K | Hold |
1,250
| – | – | ﹤0.01% | 1781 |
|
|
2019
Q4 | $16K | Buy |
+1,250
| New | +$16K | ﹤0.01% | 1830 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$1K | – | 1127 |
|
|
2018
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2484 |
|
|
2018
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2336 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2125 |
|
|
2017
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1772 |
|