A detailed history of Creative Planning transactions in Evolution Petroleum Corp stock. As of the latest transaction made, Creative Planning holds 10,000 shares of EPM stock, worth $55,800. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,000
Holding current value
$55,800
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$4.64 - $5.75 $46,400 - $57,500
10,000 New
10,000 $53,000
Q3 2020

Nov 05, 2020

SELL
$2.24 - $2.93 $38,080 - $49,810
-17,000 Closed
0 $0
Q2 2020

Jul 23, 2020

BUY
$2.23 - $3.2 $37,910 - $54,400
17,000 New
17,000 $48,000
Q1 2019

Apr 24, 2019

SELL
$6.75 - $7.95 $139,725 - $164,565
-20,700 Closed
0 $0
Q4 2018

Feb 01, 2019

SELL
$6.17 - $12.32 $92,550 - $184,800
-15,000 Reduced 42.02%
20,700 $141,000
Q3 2018

Oct 25, 2018

BUY
$9.65 - $11.85 $344,505 - $423,045
35,700 New
35,700 $394,000

Others Institutions Holding EPM

About EVOLUTION PETROLEUM CORP


  • Ticker EPM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 33,466,900
  • Market Cap $187M
  • Description
  • Evolution Petroleum Corporation, an oil and natural gas company, engages in the development, production, ownership, and management of oil and gas properties in the United States. The company holds interests in a CO2 enhanced oil recovery project in Louisiana's Delhi field. Its Delhi Holt-Bryant Unit covers an area of 13,636 acres located in Nort...
More about EPM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.