Stifel Financial’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158K | Buy |
14,767
+940
| +7% | +$10.2K | ﹤0.01% | 3488 |
|
|
2025
Q4 | $151K | Sell |
13,827
-18,171
| -57% | -$201K | ﹤0.01% | 3436 |
|
|
2025
Q3 | $362K | Buy |
31,998
+15,770
| +97% | +$177K | ﹤0.01% | 3005 |
|
|
2025
Q2 | $179K | Sell |
16,228
-4,939
| -23% | -$53.3K | ﹤0.01% | 3280 |
|
|
2025
Q1 | $232K | Sell |
21,167
-389
| -2% | -$4.3K | ﹤0.01% | 3109 |
|
|
2024
Q4 | $235K | Sell |
21,556
-496
| -2% | -$5.54K | ﹤0.01% | 3091 |
|
|
2024
Q3 | $247K | Buy |
22,052
+2,011
| +10% | +$22.2K | ﹤0.01% | 3053 |
|
|
2024
Q2 | $216K | Sell |
20,041
-2,858
| -12% | -$30.6K | ﹤0.01% | 3074 |
|
|
2024
Q1 | $242K | Buy |
22,899
+4,416
| +24% | +$46.8K | ﹤0.01% | 3019 |
|
|
2023
Q4 | $192K | Sell |
18,483
-2,202
| -11% | -$22.3K | ﹤0.01% | 3067 |
|
|
2023
Q3 | $215K | Sell |
20,685
-567
| -3% | -$5.7K | ﹤0.01% | 2959 |
|
|
2023
Q2 | $208K | Buy |
21,252
+162
| +0.8% | +$1.59K | ﹤0.01% | 3027 |
|
|
2023
Q1 | $220K | Buy |
21,090
+383
| +2% | +$4.02K | ﹤0.01% | 2995 |
|
|
2022
Q4 | $211K | Buy |
20,707
+418
| +2% | +$4.45K | ﹤0.01% | 2957 |
|
|
2022
Q3 | $199K | Sell |
20,289
-477
| -2% | -$5.22K | ﹤0.01% | 2957 |
|
|
2022
Q2 | $223K | Buy |
20,766
+3,900
| +23% | +$41.9K | ﹤0.01% | 2928 |
|
|
2022
Q1 | $195K | Buy |
16,866
+5,936
| +54% | +$72.9K | ﹤0.01% | 3136 |
|
|
2021
Q4 | $145K | Buy |
+10,930
| New | +$146K | ﹤0.01% | 3211 |
|
|
2021
Q2 | – | Sell |
-16,599
| Closed | -$218K | – | 3330 |
|
|
2021
Q1 | $218K | Buy |
16,599
+820
| +5% | +$10.7K | ﹤0.01% | 2976 |
|
|
2020
Q4 | $195K | Buy |
15,779
+1,120
| +8% | +$13.7K | ﹤0.01% | 2827 |
|
|
2020
Q3 | $168K | Sell |
14,659
-641
| -4% | -$7.3K | ﹤0.01% | 2654 |
|
|
2020
Q2 | $174K | Buy |
+15,300
| New | +$171K | ﹤0.01% | 2611 |
|
|
2019
Q4 | – | Sell |
-10,514
| Closed | -$136K | – | 3034 |
|
|
2019
Q3 | $136K | Buy |
10,514
+24
| +0.2% | +$318 | ﹤0.01% | 2728 |
|
|
2019
Q2 | $142K | Hold |
10,490
| – | – | ﹤0.01% | 2781 |
|
|
2019
Q1 | $135K | Hold |
10,490
| – | – | ﹤0.01% | 2660 |
|
|
2018
Q4 | $131K | Sell |
10,490
-72
| -0.7% | -$913 | ﹤0.01% | 2529 |
|
|
2018
Q3 | $135K | Sell |
10,562
-550
| -5% | -$7.12K | ﹤0.01% | 2644 |
|
|
2018
Q2 | $143K | Buy |
+11,112
| New | +$148K | ﹤0.01% | 2604 |
|
|
2015
Q2 | – | Sell |
-27,055
| Closed | -$392K | – | 2370 |
|
|
2015
Q1 | $392K | Sell |
27,055
-1,403
| -5% | -$20.1K | ﹤0.01% | 1751 |
|
|
2014
Q4 | $403K | Sell |
28,458
-3,855
| -12% | -$55.5K | ﹤0.01% | 1719 |
|
|
2014
Q3 | $474K | Sell |
32,313
-2,000
| -6% | -$30K | ﹤0.01% | 1558 |
|
|
2014
Q2 | $526K | Buy |
34,313
+175
| +0.5% | +$2.67K | ﹤0.01% | 1461 |
|
|
2014
Q1 | $519K | Buy |
+34,138
| New | +$524K | 0.01% | 1415 |
|
Other funds holding EVG
SIA
GC
SFS
AAM