Wells Fargo’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 | $491K | Buy |
104,472
+41,031
| +65% | +$193K | ﹤0.01% | 3803 |
|
|
2025
Q1 | $329K | Buy |
63,441
+384
| +0.6% | +$1.99K | ﹤0.01% | 3937 |
|
|
2024
Q4 | $330K | Buy |
63,057
+17,191
| +37% | +$89.9K | ﹤0.01% | 3988 |
|
|
2024
Q3 | $244K | Buy |
45,866
+3,325
| +8% | +$17.7K | ﹤0.01% | 4064 |
|
|
2024
Q2 | $224K | Buy |
42,541
+33,265
| +359% | +$175K | ﹤0.01% | 4092 |
|
|
2024
Q1 | $57K | Buy |
9,276
+1,238
| +15% | +$7.6K | ﹤0.01% | 4827 |
|
|
2023
Q4 | $46.7K | Buy |
8,038
+744
| +10% | +$4.32K | ﹤0.01% | 4885 |
|
|
2023
Q3 | $49.9K | Sell |
7,294
-5,862
| -45% | -$40.1K | ﹤0.01% | 4830 |
|
|
2023
Q2 | $106K | Buy |
13,156
+12,943
| +6,077% | +$104K | ﹤0.01% | 4731 |
|
|
2023
Q1 | $1.35K | Sell |
213
-1,197
| -85% | -$7.59K | ﹤0.01% | 5978 |
|
|
2022
Q4 | $10.6K | Buy |
1,410
+1,204
| +584% | +$9.09K | ﹤0.01% | 5206 |
|
|
2022
Q3 | $1K | Buy |
206
+2
| +1% | +$10 | ﹤0.01% | 5989 |
|
|
2022
Q2 | $1K | Sell |
204
-235
| -54% | -$1.15K | ﹤0.01% | 6197 |
|
|
2022
Q1 | $3K | Buy |
439
+3
| +0.7% | +$21 | ﹤0.01% | 6219 |
|
|
2021
Q4 | $2K | Hold |
436
| – | – | ﹤0.01% | 6318 |
|
|
2021
Q3 | $2K | Sell |
436
-13
| -3% | -$60 | ﹤0.01% | 6231 |
|
|
2021
Q2 | $2K | Sell |
449
-17,617
| -98% | -$78.5K | ﹤0.01% | 6193 |
|
|
2021
Q1 | $61K | Sell |
18,066
-60,082
| -77% | -$203K | ﹤0.01% | 5374 |
|
|
2020
Q4 | $223K | Buy |
78,148
+6,910
| +10% | +$19.7K | ﹤0.01% | 4900 |
|
|
2020
Q3 | $160K | Sell |
71,238
-662
| -0.9% | -$1.49K | ﹤0.01% | 4899 |
|
|
2020
Q2 | $202K | Buy |
71,900
+16,355
| +29% | +$45.9K | ﹤0.01% | 4742 |
|
|
2020
Q1 | $145K | Sell |
55,545
-153,403
| -73% | -$400K | ﹤0.01% | 4690 |
|
|
2019
Q4 | $1.14M | Buy |
208,948
+775
| +0.4% | +$4.24K | ﹤0.01% | 3707 |
|
|
2019
Q3 | $1.22M | Buy |
208,173
+4,186
| +2% | +$24.5K | ﹤0.01% | 3639 |
|
|
2019
Q2 | $1.46M | Sell |
203,987
-5,930
| -3% | -$42.4K | ﹤0.01% | 3550 |
|
|
2019
Q1 | $1.42M | Buy |
209,917
+137,241
| +189% | +$926K | ﹤0.01% | 3591 |
|
|
2018
Q4 | $496K | Buy |
72,676
+26,717
| +58% | +$182K | ﹤0.01% | 4224 |
|
|
2018
Q3 | $508K | Buy |
45,959
+7,145
| +18% | +$79K | ﹤0.01% | 4321 |
|
|
2018
Q2 | $383K | Sell |
38,814
-797
| -2% | -$7.86K | ﹤0.01% | 4527 |
|
|
2018
Q1 | $319K | Sell |
39,611
-4,023
| -9% | -$32.4K | ﹤0.01% | 4562 |
|
|
2017
Q4 | $299K | Buy |
43,634
+11,321
| +35% | +$77.6K | ﹤0.01% | 4605 |
|
|
2017
Q3 | $233K | Buy |
32,313
+11,307
| +54% | +$81.5K | ﹤0.01% | 4680 |
|
|
2017
Q2 | $170K | Hold |
21,006
| – | – | ﹤0.01% | 4709 |
|
|
2017
Q1 | $168K | Sell |
21,006
-40
| -0.2% | -$320 | ﹤0.01% | 4729 |
|
|
2016
Q4 | $210K | Buy |
21,046
+15,290
| +266% | +$153K | ﹤0.01% | 4569 |
|
|
2016
Q3 | $36K | Hold |
5,756
| – | – | ﹤0.01% | 5149 |
|
|
2016
Q2 | $31K | Sell |
5,756
-2,099
| -27% | -$11.3K | ﹤0.01% | 5118 |
|
|
2016
Q1 | $39K | Buy |
7,855
+1,969
| +33% | +$9.78K | ﹤0.01% | 5106 |
|
|
2015
Q4 | $28K | Buy |
5,886
+7
| +0.1% | +$33 | ﹤0.01% | 5250 |
|
|
2015
Q3 | $33K | Sell |
5,879
-1,109
| -16% | -$6.23K | ﹤0.01% | 5160 |
|
|
2015
Q2 | $46K | Buy |
6,988
+5,684
| +436% | +$37.4K | ﹤0.01% | 5161 |
|
|
2015
Q1 | $8K | Buy |
1,304
+147
| +13% | +$902 | ﹤0.01% | 5470 |
|
|
2014
Q4 | $9K | Buy |
1,157
+6
| +0.5% | +$47 | ﹤0.01% | 5440 |
|
|
2014
Q3 | $11K | Sell |
1,151
-245
| -18% | -$2.34K | ﹤0.01% | 5361 |
|
|
2014
Q2 | $15K | Sell |
1,396
-829
| -37% | -$8.91K | ﹤0.01% | 5337 |
|
|
2014
Q1 | $28K | Hold |
2,225
| – | – | ﹤0.01% | 4992 |
|
|
2013
Q4 | $27K | Hold |
2,225
| – | – | ﹤0.01% | 4816 |
|
|
2013
Q3 | $25K | Buy |
2,225
+900
| +68% | +$10.1K | ﹤0.01% | 4816 |
|
|
2013
Q2 | $14K | Buy |
+1,325
| New | +$14K | ﹤0.01% | 4867 |
|