Stifel Financial’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
31,005
+2,390
| +8% | +$21.3K | ﹤0.01% | 3096 |
|
|
2025
Q1 | $265K | Sell |
28,615
-3,155
| -10% | -$29.2K | ﹤0.01% | 3045 |
|
|
2024
Q4 | $291K | Buy |
31,770
+2,060
| +7% | +$18.9K | ﹤0.01% | 2976 |
|
|
2024
Q3 | $287K | Sell |
29,710
-3,584
| -11% | -$34.6K | ﹤0.01% | 2986 |
|
|
2024
Q2 | $317K | Sell |
33,294
-7,303
| -18% | -$69.5K | ﹤0.01% | 2891 |
|
|
2024
Q1 | $384K | Sell |
40,597
-4,866
| -11% | -$46K | ﹤0.01% | 2756 |
|
|
2023
Q4 | $416K | Sell |
45,463
-60,749
| -57% | -$556K | ﹤0.01% | 2674 |
|
|
2023
Q3 | $862K | Sell |
106,212
-19,289
| -15% | -$157K | ﹤0.01% | 2144 |
|
|
2023
Q2 | $1.12M | Buy |
125,501
+29,525
| +31% | +$263K | ﹤0.01% | 2013 |
|
|
2023
Q1 | $866K | Buy |
95,976
+13,198
| +16% | +$119K | ﹤0.01% | 2156 |
|
|
2022
Q4 | $715K | Sell |
82,778
-24,878
| -23% | -$215K | ﹤0.01% | 2258 |
|
|
2022
Q3 | $916K | Buy |
107,656
+17,728
| +20% | +$151K | ﹤0.01% | 2029 |
|
|
2022
Q2 | $834K | Buy |
89,928
+22,823
| +34% | +$212K | ﹤0.01% | 2133 |
|
|
2022
Q1 | $674K | Buy |
67,105
+32,181
| +92% | +$323K | ﹤0.01% | 2397 |
|
|
2021
Q4 | $405K | Sell |
34,924
-15,500
| -31% | -$180K | ﹤0.01% | 2720 |
|
|
2021
Q3 | $602K | Buy |
50,424
+14,961
| +42% | +$179K | ﹤0.01% | 2468 |
|
|
2021
Q2 | $424K | Sell |
35,463
-16,425
| -32% | -$196K | ﹤0.01% | 2672 |
|
|
2021
Q1 | $604K | Buy |
51,888
+28,454
| +121% | +$331K | ﹤0.01% | 2359 |
|
|
2020
Q4 | $275K | Sell |
23,434
-15,993
| -41% | -$188K | ﹤0.01% | 2647 |
|
|
2020
Q3 | $448K | Buy |
39,427
+8,902
| +29% | +$101K | ﹤0.01% | 2150 |
|
|
2020
Q2 | $340K | Sell |
30,525
-3,456
| -10% | -$38.5K | ﹤0.01% | 2268 |
|
|
2020
Q1 | $359K | Sell |
33,981
-21,725
| -39% | -$230K | ﹤0.01% | 2075 |
|
|
2019
Q4 | $627K | Buy |
55,706
+2,233
| +4% | +$25.1K | ﹤0.01% | 2120 |
|
|
2019
Q3 | $606K | Buy |
53,473
+26,376
| +97% | +$299K | ﹤0.01% | 2059 |
|
|
2019
Q2 | $300K | Buy |
27,097
+12,343
| +84% | +$137K | ﹤0.01% | 2501 |
|
|
2019
Q1 | $155K | Sell |
14,754
-1,515
| -9% | -$15.9K | ﹤0.01% | 2638 |
|
|
2018
Q4 | $162K | Sell |
16,269
-15,000
| -48% | -$149K | ﹤0.01% | 2500 |
|
|
2018
Q3 | $312K | Buy |
31,269
+17,250
| +123% | +$172K | ﹤0.01% | 2332 |
|
|
2018
Q2 | $145K | Sell |
14,019
-28,850
| -67% | -$298K | ﹤0.01% | 2602 |
|
|
2018
Q1 | $439K | Buy |
42,869
+15,727
| +58% | +$161K | ﹤0.01% | 2043 |
|
|
2017
Q4 | $312K | Buy |
27,142
+12,100
| +80% | +$139K | ﹤0.01% | 2180 |
|
|
2017
Q3 | $179K | Buy |
15,042
+4,283
| +40% | +$51K | ﹤0.01% | 2403 |
|
|
2017
Q2 | $125K | Buy |
+10,759
| New | +$125K | ﹤0.01% | 2436 |
|
|
2017
Q1 | – | Sell |
-13,084
| Closed | -$149K | – | 2556 |
|
|
2016
Q4 | $149K | Buy |
+13,084
| New | +$149K | ﹤0.01% | 2319 |
|
|
2016
Q3 | – | Sell |
-10,584
| Closed | -$146K | – | 2421 |
|
|
2016
Q2 | $146K | Buy |
+10,584
| New | +$146K | ﹤0.01% | 2327 |
|