WealthTrust Axiom’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.39M | Buy |
1,785,400
+18,212
| +1% | +$85.6K | 2.47% | 6 |
|
|
2025
Q1 | $9.15M | Buy |
1,767,188
+29,321
| +2% | +$152K | 2.79% | 6 |
|
|
2024
Q4 | $9.09M | Buy |
1,737,867
+32,729
| +2% | +$171K | 2.71% | 6 |
|
|
2024
Q3 | $9.05M | Buy |
1,705,138
+45,414
| +3% | +$241K | 2.68% | 7 |
|
|
2024
Q2 | $8.75M | Sell |
1,659,724
-2,643
| -0.2% | -$13.9K | 2.9% | 7 |
|
|
2024
Q1 | $10.2M | Sell |
1,662,367
-4,085
| -0.2% | -$25.1K | 3.29% | 6 |
|
|
2023
Q4 | $9.68M | Buy |
1,666,452
+24,853
| +2% | +$144K | 3.24% | 5 |
|
|
2023
Q3 | $11.2M | Sell |
1,641,599
-12,421
| -0.8% | -$85K | 4.04% | 3 |
|
|
2023
Q2 | $13.3M | Sell |
1,654,020
-20,373
| -1% | -$164K | 4.43% | 2 |
|
|
2023
Q1 | $10.6M | Buy |
1,674,393
+7,652
| +0.5% | +$48.3K | 3.6% | 3 |
|
|
2022
Q4 | $12.6M | Buy |
1,666,741
+368
| +0% | +$2.78K | 4.39% | 2 |
|
|
2022
Q3 | $11.6M | Buy |
1,666,373
+51,361
| +3% | +$357K | 4.42% | 2 |
|
|
2022
Q2 | $8.82M | Buy |
1,615,012
+91,536
| +6% | +$500K | 3.14% | 3 |
|
|
2022
Q1 | $10.3M | Buy |
1,523,476
+35,609
| +2% | +$242K | 3.23% | 2 |
|
|
2021
Q4 | $7.51M | Buy |
1,487,867
+16,205
| +1% | +$81.8K | 2.4% | 6 |
|
|
2021
Q3 | $8.36M | Buy |
1,471,662
+21,423
| +1% | +$122K | 2.83% | 4 |
|
|
2021
Q2 | $7.19M | Buy |
1,450,239
+213,967
| +17% | +$1.06M | 2.31% | 8 |
|
|
2021
Q1 | $4.18M | Buy |
1,236,272
+108,495
| +10% | +$367K | 1.41% | 19 |
|
|
2020
Q4 | $3.21M | Buy |
1,127,777
+137,810
| +14% | +$393K | 1.17% | 26 |
|
|
2020
Q3 | $2.22M | Sell |
989,967
-44,073
| -4% | -$98.7K | 0.96% | 28 |
|
|
2020
Q2 | $2.9M | Sell |
1,034,040
-17,846
| -2% | -$50K | 1.27% | 21 |
|
|
2020
Q1 | $2.75M | Buy |
1,051,886
+89,877
| +9% | +$235K | 1.35% | 23 |
|
|
2019
Q4 | $5.26M | Buy |
962,009
+193,402
| +25% | +$1.06M | 1.76% | 15 |
|
|
2019
Q3 | $4.49M | Buy |
768,607
+31,651
| +4% | +$185K | 1.59% | 17 |
|
|
2019
Q2 | $5.27M | Buy |
736,956
+69,535
| +10% | +$497K | 1.83% | 11 |
|
|
2019
Q1 | $4.51M | Buy |
667,421
+30,772
| +5% | +$208K | 1.6% | 15 |
|
|
2018
Q4 | $4.34M | Buy |
636,649
+48,081
| +8% | +$328K | 1.78% | 15 |
|
|
2018
Q3 | $6.5M | Sell |
588,568
-23,193
| -4% | -$256K | 2.19% | 9 |
|
|
2018
Q2 | $6.03M | Sell |
611,761
-45,989
| -7% | -$453K | 2.13% | 8 |
|
|
2018
Q1 | $5.29M | Buy |
657,750
+8,395
| +1% | +$67.6K | 1.93% | 8 |
|
|
2017
Q4 | $4.45M | Buy |
649,355
+11,611
| +2% | +$79.5K | 1.65% | 14 |
|
|
2017
Q3 | $4.59M | Sell |
637,744
-5,839
| -0.9% | -$42K | 1.75% | 14 |
|
|
2017
Q2 | $5.21M | Sell |
643,583
-17,939
| -3% | -$145K | 1.96% | 12 |
|
|
2017
Q1 | $5.29M | Sell |
661,522
-9,748
| -1% | -$78K | 1.94% | 12 |
|
|
2016
Q4 | $6.71M | Sell |
671,270
-29,665
| -4% | -$297K | 2.44% | 5 |
|
|
2016
Q3 | $4.4M | Buy |
700,935
+81,658
| +13% | +$513K | 1.64% | 16 |
|
|
2016
Q2 | $3.39M | Buy |
619,277
+76,789
| +14% | +$420K | 1.3% | 23 |
|
|
2016
Q1 | $2.64M | Buy |
542,488
+191,217
| +54% | +$929K | 1.04% | 27 |
|
|
2015
Q4 | $1.69M | Buy |
351,271
+56,927
| +19% | +$274K | 0.67% | 46 |
|
|
2015
Q3 | $1.63M | Buy |
294,344
+70,413
| +31% | +$391K | 0.68% | 45 |
|
|
2015
Q2 | $1.48M | Sell |
223,931
-3,750
| -2% | -$24.7K | 0.54% | 49 |
|
|
2015
Q1 | $1.35M | Buy |
227,681
+8,796
| +4% | +$52.3K | 0.48% | 58 |
|
|
2014
Q4 | $1.63M | Buy |
218,885
+41,612
| +23% | +$309K | 0.58% | 48 |
|
|
2014
Q3 | $1.63M | Sell |
177,273
-5,775
| -3% | -$53K | 0.58% | 48 |
|
|
2014
Q2 | $2M | Sell |
183,048
-5,884
| -3% | -$64.4K | 0.68% | 40 |
|
|
2014
Q1 | $2.41M | Sell |
188,932
-7,792
| -4% | -$99.2K | 0.87% | 33 |
|
|
2013
Q4 | $2.43M | Sell |
196,724
-6,642
| -3% | -$81.9K | 0.93% | 32 |
|
|
2013
Q3 | $2.29M | Sell |
203,366
-1,547
| -0.8% | -$17.4K | 0.94% | 31 |
|
|
2013
Q2 | $2.24M | Buy |
+204,913
| New | +$2.24M | 0.96% | 30 |
|