Stifel Financial Corp Eaton Vance Short Duration Diversified Income Fund Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 2025

A detailed history of Stifel Financial Corp transactions in Eaton Vance Short Duration Diversified Income Fund stock. As of the latest transaction made, Stifel Financial Corp holds 16,228 shares of EVG stock, worth $183,538. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,228

Previous 21,167 23.33%

Holding current value

$183,538

Previous $232,000 23.28%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$10.28 - $11.04 $50,772 - $54,526	-4,939 Reduced 23.33%	16,228 $178,000
Q1 2025 May 13, 2025	SELL	$10.77 - $11.29 $4,189 - $4,391	-389 Reduced 1.8%	21,167 $232,000
Q4 2024 Feb 13, 2025	SELL	$10.84 - $11.38 $5,376 - $5,644	-496 Reduced 2.25%	21,556 $235,000
Q3 2024 Nov 14, 2024	BUY	$10.77 - $11.33 $21,658 - $22,784	2,011 Added 10.03%	22,052 $246,000
Q2 2024 Aug 13, 2024	SELL	$10.33 - $10.99 $29,523 - $31,409	-2,858 Reduced 12.48%	20,041 $216,000
Q1 2024 May 13, 2024	BUY	$10.34 - $10.82 $45,661 - $47,781	4,416 Added 23.89%	22,899 $241,000
Q4 2023 Feb 12, 2024	SELL	$9.65 - $10.51 $21,249 - $23,143	-2,202 Reduced 10.65%	18,483 $191,000
Q3 2023 Nov 13, 2023	SELL	$9.75 - $10.43 $5,528 - $5,913	-567 Reduced 2.67%	20,685 $214,000
Q2 2023 Aug 14, 2023	BUY	$9.57 - $10.35 $1,550 - $1,676	162 Added 0.77%	21,252 $208,000
Q1 2023 May 12, 2023	BUY	$9.97 - $10.84 $3,818 - $4,151	383 Added 1.85%	21,090 $220,000
Q4 2022 Feb 13, 2023	BUY	$10.02 - $11.09 $4,188 - $4,635	418 Added 2.06%	20,707 $211,000
Q3 2022 Nov 14, 2022	SELL	$9.8 - $11.57 $4,674 - $5,518	-477 Reduced 2.3%	20,289 $199,000
Q2 2022 Aug 15, 2022	BUY	$10.02 - $11.65 $39,078 - $45,435	3,900 Added 23.12%	20,766 $223,000
Q1 2022 May 13, 2022	BUY	$11.27 - $13.66 $66,898 - $81,085	5,936 Added 54.31%	16,866 $195,000
Q4 2021 Feb 14, 2022	BUY	$12.86 - $13.84 $140,559 - $151,271	10,930 New	10,930 $145,000
Q2 2021 Aug 13, 2021	SELL	$13.03 - $13.46 $216,284 - $223,422	-16,599 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$12.31 - $13.26 $10,094 - $10,873	820 Added 5.2%	16,599 $218,000
Q4 2020 Feb 12, 2021	BUY	$11.48 - $12.65 $12,857 - $14,168	1,120 Added 7.64%	15,779 $195,000
Q3 2020 Nov 16, 2020	SELL	$11.11 - $11.59 $7,121 - $7,429	-641 Reduced 4.19%	14,659 $168,000
Q2 2020 Aug 14, 2020	BUY	$10.61 - $11.8 $162,333 - $180,540	15,300 New	15,300 $174,000
Q4 2019 Feb 13, 2020	SELL	$13.16 - $13.5 $138,364 - $141,939	-10,514 Closed	0 $0
Q3 2019 Nov 19, 2019	BUY	$13.01 - $13.64 $3,486 - $3,655	268 Added 2.62%	10,514 $136,000
Q3 2019 Nov 13, 2019	SELL	$13.01 - $13.64 $3,174 - $3,328	-244 Reduced 2.33%	10,246 $132,000
Q4 2018 Feb 13, 2019	SELL	$12.13 - $12.98 $873 - $934	-72 Reduced 0.68%	10,490 $131,000
Q3 2018 Nov 13, 2018	SELL	$12.81 - $13.05 $7,045 - $7,177	-550 Reduced 4.95%	10,562 $135,000
Q2 2018 Aug 14, 2018	BUY	$12.94 - $13.6 $143,789 - $151,123	11,112 New	11,112 $143,000

Others Institutions Holding EVG

# of Institutions

Shares Held

4.63M

Call Options Held

Put Options Held

View Full List

About Eaton Vance Short Duration Diversified Income Fund

Ticker EVG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Short Duration Diversified Income Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, bank deposits denominated in foreign currencies, debt obligations of foreign gove...

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Stifel Financial Corp Eaton Vance Short Duration Diversified Income Fund Transaction History