Steward Partners Investment Advisory’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $383K | Sell |
3,963
-50,503
| -93% | -$5.18M | ﹤0.01% | 1659 |
|
|
2025
Q4 | $5.78M | Buy |
54,466
+883
| +2% | +$102K | 0.03% | 433 |
|
|
2025
Q3 | $6.81M | Sell |
53,583
-3,765
| -7% | -$448K | 0.04% | 389 |
|
|
2025
Q2 | $7.03M | Sell |
57,348
-337
| -0.6% | -$38.5K | 0.05% | 339 |
|
|
2025
Q1 | $5.84M | Buy |
57,685
+187
| +0.3% | +$18.3K | 0.05% | 351 |
|
|
2024
Q4 | $5.31M | Sell |
57,498
-1,102
| -2% | -$108K | 0.05% | 360 |
|
|
2024
Q3 | $5.66M | Sell |
58,600
-4,705
| -7% | -$423K | 0.05% | 334 |
|
|
2024
Q2 | $5.43M | Buy |
63,305
+674
| +1% | +$56.6K | 0.06% | 316 |
|
|
2024
Q1 | $5.17M | Buy |
62,631
+4,225
| +7% | +$309K | 0.06% | 327 |
|
|
2023
Q4 | $3.9M | Sell |
58,406
-1,769
| -3% | -$115K | 0.05% | 336 |
|
|
2023
Q3 | $4.04M | Buy |
60,175
+211
| +0.4% | +$14.5K | 0.06% | 296 |
|
|
2023
Q2 | $4.06M | Sell |
59,964
-206
| -0.3% | -$12.9K | 0.06% | 304 |
|
|
2023
Q1 | $3.26M | Buy |
60,170
+58,145
| +2,871% | +$3.38M | 0.05% | 347 |
|
|
2022
Q4 | $121K | Buy |
2,025
+344
| +20% | +$18.7K | ﹤0.01% | 1472 |
|
|
2022
Q3 | $76K | Sell |
1,681
-431
| -20% | -$21.6K | ﹤0.01% | 1603 |
|
|
2022
Q2 | $94K | Sell |
2,112
-95
| -4% | -$4.87K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $125K | Hold |
2,207
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q4 | $115K | Buy |
2,207
+2,045
| +1,262% | +$105K | ﹤0.01% | 1538 |
|
|
2021
Q3 | $10K | Hold |
162
| – | – | ﹤0.01% | 2590 |
|
|
2021
Q2 | $10K | Hold |
162
| – | – | ﹤0.01% | 6050 |
|
|
2021
Q1 | $10.6K | Hold |
162
| – | – | ﹤0.01% | 2757 |
|
|
2020
Q4 | $11K | Buy |
162
+61
| +60% | +$3.59K | ﹤0.01% | 2264 |
|
|
2020
Q3 | $5K | Hold |
101
| – | – | ﹤0.01% | 2354 |
|
|
2020
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 2262 |
|
|
2020
Q1 | $5K | Sell |
101
-71
| -41% | -$4.09K | ﹤0.01% | 2071 |
|
|
2019
Q4 | $9K | Sell |
172
-115
| -40% | -$6.24K | ﹤0.01% | 2046 |
|
|
2019
Q3 | $14K | Hold |
287
| – | – | ﹤0.01% | 1849 |
|
|
2019
Q2 | $14K | Buy |
+287
| New | +$13.9K | ﹤0.01% | 1830 |
|
|
2018
Q4 | – | Sell |
-411
| Closed | -$25K | – | 1134 |
|
|
2018
Q3 | $25K | Buy |
411
+278
| +209% | +$16.9K | ﹤0.01% | 1460 |
|
|
2018
Q2 | $7K | Buy |
133
+32
| +32% | +$1.6K | ﹤0.01% | 1860 |
|
|
2018
Q1 | $4K | Hold |
101
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q4 | $3K | Hold |
101
| – | – | ﹤0.01% | 1624 |
|
|
2017
Q3 | $3K | Hold |
101
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q2 | $3K | Hold |
101
| – | – | ﹤0.01% | 1333 |
|
|
2017
Q1 | $3K | Buy |
+101
| New | +$3.32K | ﹤0.01% | 1222 |
|
Other funds holding EHC
VPM
VCM
