Aviance Capital Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Sell |
2,368
-260
| -10% | -$70.2K | 0.08% | 196 |
|
|
2025
Q1 | $525K | Sell |
2,628
-25
| -0.9% | -$4.99K | 0.07% | 215 |
|
|
2024
Q4 | $735K | Sell |
2,653
-762
| -22% | -$211K | 0.1% | 172 |
|
|
2024
Q3 | $865K | Sell |
3,415
-610
| -15% | -$155K | 0.11% | 176 |
|
|
2024
Q2 | $839K | Sell |
4,025
-50
| -1% | -$10.4K | 0.12% | 162 |
|
|
2024
Q1 | $785K | Buy |
+4,075
| New | +$785K | 0.12% | 172 |
|
|
2019
Q3 | – | Sell |
-16,075
| Closed | -$1.42M | – | 220 |
|
|
2019
Q2 | $1.42M | Buy |
16,075
+847
| +6% | +$75K | 0.39% | 74 |
|
|
2019
Q1 | $1.39M | Buy |
+15,228
| New | +$1.39M | 0.4% | 68 |
|