Allworth Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $452K | Buy |
1,513
+702
| +87% | +$230K | ﹤0.01% | 996 |
|
|
2025
Q4 | $276K | Buy |
811
+48
| +6% | +$15.4K | ﹤0.01% | 1183 |
|
|
2025
Q3 | $257K | Buy |
763
+314
| +70% | +$98.4K | ﹤0.01% | 1169 |
|
|
2025
Q2 | $121K | Buy |
449
+206
| +85% | +$45.3K | ﹤0.01% | 1441 |
|
|
2025
Q1 | $48.2K | Buy |
243
+20
| +9% | +$4.98K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $63.8K | Sell |
223
-18
| -7% | -$5.1K | ﹤0.01% | 1455 |
|
|
2024
Q3 | $61.1K | Sell |
241
-12
| -5% | -$2.86K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $60.9K | Buy |
253
+30
| +13% | +$5.84K | ﹤0.01% | 1289 |
|
|
2024
Q1 | $42.9K | Sell |
223
-7
| -3% | -$1.27K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $39.3K | Buy |
230
+22
| +11% | +$3.19K | ﹤0.01% | 1290 |
|
|
2023
Q3 | $28.7K | Sell |
208
-5
| -2% | -$679 | ﹤0.01% | 1332 |
|
|
2023
Q2 | $26.3K | Sell |
213
-26
| -11% | -$2.99K | ﹤0.01% | 1381 |
|
|
2023
Q1 | $27.6K | Buy |
239
+60
| +34% | +$7.46K | ﹤0.01% | 1294 |
|
|
2022
Q4 | $19.5K | Buy |
179
+128
| +251% | +$13.4K | ﹤0.01% | 1373 |
|
|
2022
Q3 | $4K | Buy |
51
+15
| +42% | +$1.42K | ﹤0.01% | 1932 |
|
|
2022
Q2 | $3K | Buy |
36
+10
| +38% | +$1.06K | ﹤0.01% | 1887 |
|
|
2022
Q1 | $3K | Buy |
26
+12
| +86% | +$1.48K | ﹤0.01% | 1709 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1712 |
|
|
2021
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 1670 |
|
|
2021
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 1365 |
|
|
2021
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1295 |
|
|
2020
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1149 |
|
|
2020
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q2 | $1K | Sell |
14
-4
| -22% | -$218 | ﹤0.01% | 1088 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1130 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 972 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 888 |
|
|
2019
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 807 |
|
|
2019
Q1 | $2K | Buy |
18
+4
| +29% | +$351 | ﹤0.01% | 821 |
|
|
2018
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 797 |
|
|
2018
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 836 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 878 |
|
|
2018
Q1 | $1K | Buy |
+14
| New | +$1.32K | ﹤0.01% | 755 |
|
Other funds holding EVR
VPM
VCM
