Stifel Financial’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,558
| Closed | -$377K | – | 3321 |
|
|
2023
Q1 | $377K | Buy |
4,558
+675
| +17% | +$58.5K | ﹤0.01% | 2677 |
|
|
2022
Q4 | $316K | Sell |
3,883
-365
| -9% | -$32K | ﹤0.01% | 2722 |
|
|
2022
Q3 | $384K | Sell |
4,248
-25,723
| -86% | -$2.49M | ﹤0.01% | 2583 |
|
|
2022
Q2 | $2.7M | Sell |
29,971
-431
| -1% | -$44.2K | ﹤0.01% | 1302 |
|
|
2022
Q1 | $3.55M | Buy |
30,402
+379
| +1% | +$43K | ﹤0.01% | 1238 |
|
|
2021
Q4 | $3.71M | Buy |
30,023
+1,149
| +4% | +$141K | ﹤0.01% | 1233 |
|
|
2021
Q3 | $3.27M | Buy |
28,874
+615
| +2% | +$64.7K | ﹤0.01% | 1262 |
|
|
2021
Q2 | $2.74M | Buy |
28,259
+6,396
| +29% | +$654K | ﹤0.01% | 1397 |
|
|
2021
Q1 | $2.09M | Buy |
21,863
+14,444
| +195% | +$1.33M | ﹤0.01% | 1489 |
|
|
2020
Q4 | $620K | Buy |
7,419
+1,137
| +18% | +$87.4K | ﹤0.01% | 2181 |
|
|
2020
Q3 | $399K | Sell |
6,282
-99
| -2% | -$6.81K | ﹤0.01% | 2226 |
|
|
2020
Q2 | $426K | Sell |
6,381
-1,642
| -20% | -$87.1K | ﹤0.01% | 2149 |
|
|
2020
Q1 | $263K | Sell |
8,023
-189,177
| -96% | -$10.7M | ﹤0.01% | 2265 |
|
|
2019
Q4 | $14M | Buy |
197,200
+12,194
| +7% | +$796K | 0.03% | 472 |
|
|
2019
Q3 | $11.7M | Buy |
185,006
+27,522
| +17% | +$1.7M | 0.03% | 494 |
|
|
2019
Q2 | $9.57M | Sell |
157,484
-81,918
| -34% | -$4.92M | 0.02% | 589 |
|
|
2019
Q1 | $15.2M | Buy |
239,402
+720
| +0.3% | +$45K | 0.04% | 391 |
|
|
2018
Q4 | $13M | Buy |
238,682
+64,731
| +37% | +$4.22M | 0.04% | 396 |
|
|
2018
Q3 | $13.7M | Sell |
173,951
-79,778
| -31% | -$6.89M | 0.04% | 410 |
|
|
2018
Q2 | $19.8M | Sell |
253,729
-50,000
| -16% | -$4.09M | 0.06% | 307 |
|
|
2018
Q1 | $24.9M | Buy |
303,729
+11,225
| +4% | +$840K | 0.08% | 258 |
|
|
2017
Q4 | $18.8M | Buy |
292,504
+5,076
| +2% | +$307K | 0.06% | 323 |
|
|
2017
Q3 | $15.5M | Buy |
287,428
+16,813
| +6% | +$841K | 0.05% | 350 |
|
|
2017
Q2 | $14.7M | Buy |
270,615
+34,446
| +15% | +$1.77M | 0.05% | 349 |
|
|
2017
Q1 | $11.5M | Buy |
236,169
+36,749
| +18% | +$1.7M | 0.04% | 409 |
|
|
2016
Q4 | $8.8M | Buy |
199,420
+35,368
| +22% | +$1.41M | 0.04% | 454 |
|
|
2016
Q3 | $5.96M | Buy |
164,052
+26,044
| +19% | +$969K | 0.03% | 576 |
|
|
2016
Q2 | $5.1M | Buy |
138,008
+10,664
| +8% | +$392K | 0.02% | 599 |
|
|
2016
Q1 | $4.7M | Sell |
127,344
-17,785
| -12% | -$628K | 0.03% | 562 |
|
|
2015
Q4 | $6.52M | Buy |
145,129
+11,936
| +9% | +$522K | 0.03% | 465 |
|
|
2015
Q3 | $4.91M | Buy |
133,193
+85,760
| +181% | +$3.26M | 0.03% | 518 |
|
|
2015
Q2 | $1.78M | Buy |
+47,433
| New | +$1.81M | 0.01% | 1073 |
|
Other funds holding EFOR
Stifel Financial's EFOR Position: Q2 2023 in Review
Stifel Financial sold out of Everforth Inc (EFOR) in Q2 2023, closing a stake of 4,558 shares — an estimated $377K sold.
Stifel Financial first reported a position in EFOR in Q2 2015 and held it in 32 quarters. The position peaked at $24.9M in Q1 2018. 250 funds tracked by Wall St. Rank hold EFOR as of Q2 2023.
- Stifel Financial reported no remaining Everforth Inc position as of Q2 2023 after selling out during the quarter.
- Stifel Financial sold 4,558 Everforth Inc shares in Q2 2023, an estimated $377K.
- Stifel Financial first reported a position in Everforth Inc in Q2 2015 and held it in 32 quarters.
- Stifel Financial's Everforth Inc position peaked at $24.9M in Q1 2018.
- 250 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2023.
Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.