Verdence Capital Advisors’s Empire Petroleum EP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
47,328
+1,205
| +3% | +$6.36K | 0.02% | 598 |
|
|
2025
Q1 | $290K | Hold |
46,123
| – | – | 0.02% | 537 |
|
|
2024
Q4 | $351K | Buy |
46,123
+4,587
| +11% | +$34.9K | 0.03% | 455 |
|
|
2024
Q3 | $218K | Hold |
41,536
| – | – | 0.02% | 593 |
|
|
2024
Q2 | $214K | Hold |
41,536
| – | – | 0.02% | 560 |
|
|
2024
Q1 | $212K | Buy |
41,536
+15,000
| +57% | +$76.7K | 0.02% | 559 |
|
|
2023
Q4 | $292K | Buy |
26,536
+11,262
| +74% | +$124K | 0.03% | 474 |
|
|
2023
Q3 | $147K | Hold |
15,274
| – | – | 0.02% | 543 |
|
|
2023
Q2 | $139K | Sell |
15,274
-688
| -4% | -$6.26K | 0.02% | 519 |
|
|
2023
Q1 | $198K | Sell |
15,962
-1,530
| -9% | -$19K | 0.02% | 516 |
|
|
2022
Q4 | $215K | Hold |
17,492
| – | – | 0.03% | 459 |
|
|
2022
Q3 | $230K | Buy |
+17,492
| New | +$230K | 0.03% | 457 |
|