Advisory Services Network’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
13,469
-3,558
| -21% | -$1.07M | 0.07% | 328 |
|
|
2025
Q1 | $3.4M | Buy |
17,027
+307
| +2% | +$61.3K | 0.07% | 341 |
|
|
2024
Q4 | $4.63M | Buy |
16,720
+3,543
| +27% | +$982K | 0.09% | 256 |
|
|
2024
Q3 | $2.75M | Hold |
13,177
| – | – | 0.06% | 366 |
|
|
2024
Q2 | $2.75M | Buy |
13,177
+770
| +6% | +$160K | 0.06% | 366 |
|
|
2024
Q1 | $2.39M | Buy |
12,407
+530
| +4% | +$102K | 0.05% | 401 |
|
|
2023
Q4 | $2.03M | Buy |
11,877
+306
| +3% | +$52.3K | 0.05% | 427 |
|
|
2023
Q3 | $1.6M | Sell |
11,571
-814
| -7% | -$112K | 0.04% | 479 |
|
|
2023
Q2 | $1.53M | Sell |
12,385
-18
| -0.1% | -$2.23K | 0.04% | 499 |
|
|
2023
Q1 | $1.43M | Buy |
12,403
+12,363
| +30,908% | +$1.43M | 0.04% | 513 |
|
|
2022
Q4 | $4.36K | Buy |
+40
| New | +$4.36K | ﹤0.01% | 3174 |
|
|
2021
Q3 | – | Sell |
-5,025
| Closed | -$708K | – | 1971 |
|
|
2021
Q2 | $708K | Sell |
5,025
-483
| -9% | -$68.1K | 0.02% | 730 |
|
|
2021
Q1 | $726K | Buy |
5,508
+5,381
| +4,237% | +$709K | 0.03% | 676 |
|
|
2020
Q4 | $14K | Hold |
127
| – | – | ﹤0.01% | 2274 |
|
|
2020
Q3 | $8K | Buy |
+127
| New | +$8K | ﹤0.01% | 2545 |
|
|
2020
Q2 | – | Sell |
-105
| Closed | -$5K | – | 1544 |
|
|
2020
Q1 | $5K | Sell |
105
-34
| -24% | -$1.62K | ﹤0.01% | 2465 |
|
|
2019
Q4 | $10K | Buy |
139
+59
| +74% | +$4.25K | ﹤0.01% | 2341 |
|
|
2019
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 2287 |
|
|
2019
Q2 | $7K | Buy |
80
+41
| +105% | +$3.59K | ﹤0.01% | 2285 |
|
|
2019
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 2167 |
|
|
2018
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 2199 |
|
|
2018
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 2134 |
|
|
2018
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2095 |
|
|
2018
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 2279 |
|
|
2017
Q4 | $4K | Buy |
39
+7
| +22% | +$718 | ﹤0.01% | 2184 |
|
|
2017
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 2050 |
|
|
2017
Q2 | $2K | Sell |
32
-37
| -54% | -$2.31K | ﹤0.01% | 2094 |
|
|
2017
Q1 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 1703 |
|
|
2016
Q2 | – | Sell |
-632
| Closed | -$33K | – | 1870 |
|
|
2016
Q1 | $33K | Buy |
+632
| New | +$33K | 0.01% | 775 |
|
|
2015
Q2 | – | Sell |
-8,596
| Closed | -$426K | – | 1426 |
|
|
2015
Q1 | $426K | Buy |
+8,596
| New | +$426K | 0.12% | 191 |
|