Stifel Financial’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,041
| Closed | -$341K | – | 3414 |
|
|
2024
Q3 | $341K | Sell |
12,041
-13,254
| -52% | -$375K | ﹤0.01% | 2893 |
|
|
2024
Q2 | $484K | Sell |
25,295
-6,048
| -19% | -$116K | ﹤0.01% | 2639 |
|
|
2024
Q1 | $1.03M | Sell |
31,343
-1,063
| -3% | -$34.9K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $1.07M | Buy |
32,406
+7,661
| +31% | +$253K | ﹤0.01% | 2102 |
|
|
2023
Q3 | $674K | Buy |
24,745
+1,243
| +5% | +$33.8K | ﹤0.01% | 2316 |
|
|
2023
Q2 | $712K | Buy |
23,502
+1,144
| +5% | +$34.7K | ﹤0.01% | 2302 |
|
|
2023
Q1 | $726K | Buy |
22,358
+2,264
| +11% | +$73.5K | ﹤0.01% | 2288 |
|
|
2022
Q4 | $564K | Sell |
20,094
-1,271
| -6% | -$35.7K | ﹤0.01% | 2403 |
|
|
2022
Q3 | $768K | Buy |
21,365
+726
| +4% | +$26.1K | ﹤0.01% | 2154 |
|
|
2022
Q2 | $633K | Buy |
20,639
+43
| +0.2% | +$1.32K | ﹤0.01% | 2326 |
|
|
2022
Q1 | $665K | Buy |
20,596
+472
| +2% | +$15.2K | ﹤0.01% | 2412 |
|
|
2021
Q4 | $557K | Buy |
20,124
+9,185
| +84% | +$254K | ﹤0.01% | 2536 |
|
|
2021
Q3 | $339K | Buy |
10,939
+15
| +0.1% | +$465 | ﹤0.01% | 2822 |
|
|
2021
Q2 | $231K | Buy |
+10,924
| New | +$231K | ﹤0.01% | 3057 |
|
|
2020
Q1 | – | Sell |
-58,045
| Closed | -$528K | – | 2895 |
|
|
2019
Q4 | $528K | Sell |
58,045
-4,413
| -7% | -$40.1K | ﹤0.01% | 2216 |
|
|
2019
Q3 | $430K | Sell |
62,458
-844,703
| -93% | -$5.82M | ﹤0.01% | 2244 |
|
|
2019
Q2 | $7.19M | Buy |
907,161
+146,151
| +19% | +$1.16M | 0.02% | 701 |
|
|
2019
Q1 | $9.62M | Buy |
761,010
+157,185
| +26% | +$1.99M | 0.03% | 553 |
|
|
2018
Q4 | $12.1M | Buy |
603,825
+104,083
| +21% | +$2.08M | 0.04% | 430 |
|
|
2018
Q3 | $14.2M | Buy |
499,742
+469,557
| +1,556% | +$13.3M | 0.04% | 398 |
|
|
2018
Q2 | $633K | Buy |
30,185
+3,146
| +12% | +$66K | ﹤0.01% | 1893 |
|
|
2018
Q1 | $393K | Buy |
27,039
+2,947
| +12% | +$42.8K | ﹤0.01% | 2102 |
|
|
2017
Q4 | $315K | Buy |
24,092
+5,090
| +27% | +$66.6K | ﹤0.01% | 2172 |
|
|
2017
Q3 | $346K | Buy |
19,002
+1,839
| +11% | +$33.5K | ﹤0.01% | 2090 |
|
|
2017
Q2 | $425K | Buy |
+17,163
| New | +$425K | ﹤0.01% | 1950 |
|