Atria Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
1,429
-7,064
| -83% | -$1.91M | ﹤0.01% | 1564 |
|
|
2025
Q1 | $1.7M | Sell |
8,493
-216
| -2% | -$43.1K | 0.02% | 773 |
|
|
2024
Q4 | $2.41M | Sell |
8,709
-121
| -1% | -$33.5K | 0.03% | 607 |
|
|
2024
Q3 | $2.24M | Buy |
8,830
+2,576
| +41% | +$653K | 0.03% | 624 |
|
|
2024
Q2 | $1.3M | Sell |
6,254
-151
| -2% | -$31.5K | 0.02% | 811 |
|
|
2024
Q1 | $1.23M | Buy |
+6,405
| New | +$1.23M | 0.02% | 860 |
|
|
2021
Q4 | – | Sell |
-7,930
| Closed | -$1.06M | – | 855 |
|
|
2021
Q3 | $1.06M | Buy |
+7,930
| New | +$1.06M | 0.02% | 762 |
|
|
2021
Q2 | – | Sell |
-8,491
| Closed | -$1.12M | – | 768 |
|
|
2021
Q1 | $1.12M | Buy |
+8,491
| New | +$1.12M | 0.02% | 666 |
|