Stifel Financial’s Evolent Health EVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89K | Buy |
39,027
+19,530
| +100% | +$62K | ﹤0.01% | 3546 |
|
|
2025
Q4 | $78K | Buy |
+19,497
| New | +$108K | ﹤0.01% | 3503 |
|
|
2024
Q4 | – | Sell |
-12,041
| Closed | -$341K | – | 3414 |
|
|
2024
Q3 | $341K | Sell |
12,041
-13,254
| -52% | -$342K | ﹤0.01% | 2893 |
|
|
2024
Q2 | $484K | Sell |
25,295
-6,048
| -19% | -$154K | ﹤0.01% | 2639 |
|
|
2024
Q1 | $1.03M | Sell |
31,343
-1,063
| -3% | -$33.9K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $1.07M | Buy |
32,406
+7,661
| +31% | +$217K | ﹤0.01% | 2102 |
|
|
2023
Q3 | $674K | Buy |
24,745
+1,243
| +5% | +$34.5K | ﹤0.01% | 2316 |
|
|
2023
Q2 | $712K | Buy |
23,502
+1,144
| +5% | +$37K | ﹤0.01% | 2302 |
|
|
2023
Q1 | $726K | Buy |
22,358
+2,264
| +11% | +$71.6K | ﹤0.01% | 2288 |
|
|
2022
Q4 | $564K | Sell |
20,094
-1,271
| -6% | -$36.4K | ﹤0.01% | 2403 |
|
|
2022
Q3 | $768K | Buy |
21,365
+726
| +4% | +$25.6K | ﹤0.01% | 2154 |
|
|
2022
Q2 | $633K | Buy |
20,639
+43
| +0.2% | +$1.25K | ﹤0.01% | 2326 |
|
|
2022
Q1 | $665K | Buy |
20,596
+472
| +2% | +$12.4K | ﹤0.01% | 2412 |
|
|
2021
Q4 | $557K | Buy |
20,124
+9,185
| +84% | +$263K | ﹤0.01% | 2536 |
|
|
2021
Q3 | $339K | Buy |
10,939
+15
| +0.1% | +$360 | ﹤0.01% | 2822 |
|
|
2021
Q2 | $231K | Buy |
+10,924
| New | +$219K | ﹤0.01% | 3057 |
|
|
2020
Q1 | – | Sell |
-58,045
| Closed | -$528K | – | 2895 |
|
|
2019
Q4 | $528K | Sell |
58,045
-4,413
| -7% | -$35.9K | ﹤0.01% | 2216 |
|
|
2019
Q3 | $430K | Sell |
62,458
-844,703
| -93% | -$6.06M | ﹤0.01% | 2244 |
|
|
2019
Q2 | $7.19M | Buy |
907,161
+146,151
| +19% | +$1.73M | 0.02% | 701 |
|
|
2019
Q1 | $9.62M | Buy |
761,010
+157,185
| +26% | +$2.49M | 0.03% | 553 |
|
|
2018
Q4 | $12.1M | Buy |
603,825
+104,083
| +21% | +$2.41M | 0.04% | 430 |
|
|
2018
Q3 | $14.2M | Buy |
499,742
+469,557
| +1,556% | +$11.2M | 0.04% | 398 |
|
|
2018
Q2 | $633K | Buy |
30,185
+3,146
| +12% | +$59.5K | ﹤0.01% | 1893 |
|
|
2018
Q1 | $393K | Buy |
27,039
+2,947
| +12% | +$42.2K | ﹤0.01% | 2102 |
|
|
2017
Q4 | $315K | Buy |
24,092
+5,090
| +27% | +$71.8K | ﹤0.01% | 2172 |
|
|
2017
Q3 | $346K | Buy |
19,002
+1,839
| +11% | +$37.9K | ﹤0.01% | 2090 |
|
|
2017
Q2 | $425K | Buy |
+17,163
| New | +$413K | ﹤0.01% | 1950 |
|
Other funds holding EVH
CCM
RF
EC
VCM
RSCM
