Algert Global’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
10,959
-9,220
| -46% | -$2.49M | 0.06% | 503 |
|
|
2025
Q1 | $4.03M | Hold |
20,179
| – | – | 0.1% | 345 |
|
|
2024
Q4 | $5.59M | Buy |
20,179
+7,059
| +54% | +$1.96M | 0.13% | 254 |
|
|
2024
Q3 | $3.32M | Buy |
13,120
+9,420
| +255% | +$2.39M | 0.09% | 397 |
|
|
2024
Q2 | $771K | Sell |
3,700
-22,398
| -86% | -$4.67M | 0.03% | 751 |
|
|
2024
Q1 | $5.03M | Buy |
26,098
+15,190
| +139% | +$2.93M | 0.2% | 153 |
|
|
2023
Q4 | $1.87M | Buy |
+10,908
| New | +$1.87M | 0.08% | 433 |
|
|
2023
Q1 | – | Sell |
-3,428
| Closed | -$374K | – | 1179 |
|
|
2022
Q4 | $374K | Hold |
3,428
| – | – | 0.02% | 885 |
|
|
2022
Q3 | $282K | Buy |
+3,428
| New | +$282K | 0.02% | 959 |
|
|
2022
Q2 | – | Sell |
-2,319
| Closed | -$258K | – | 1257 |
|
|
2022
Q1 | $258K | Buy |
+2,319
| New | +$258K | 0.02% | 982 |
|
|
2017
Q2 | – | Sell |
-15,557
| Closed | -$1.21M | – | 314 |
|
|
2017
Q1 | $1.21M | Sell |
15,557
-2,578
| -14% | -$201K | 0.33% | 132 |
|
|
2016
Q4 | $1.25M | Buy |
+18,135
| New | +$1.25M | 0.36% | 112 |
|
|
2016
Q3 | – | Sell |
-8,112
| Closed | -$358K | – | 382 |
|
|
2016
Q2 | $358K | Sell |
8,112
-13,217
| -62% | -$583K | 0.15% | 256 |
|
|
2016
Q1 | $1.1M | Buy |
+21,329
| New | +$1.1M | 0.41% | 78 |
|