Bank of America’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.2M | Sell |
278,622
-16,756
| -6% | -$4.52M | 0.01% | 1208 |
|
|
2025
Q1 | $59M | Buy |
295,378
+106,657
| +57% | +$21.3M | ﹤0.01% | 1282 |
|
|
2024
Q4 | $52.3M | Sell |
188,721
-13,621
| -7% | -$3.78M | ﹤0.01% | 1260 |
|
|
2024
Q3 | $51.3M | Buy |
202,342
+15,174
| +8% | +$3.84M | ﹤0.01% | 1354 |
|
|
2024
Q2 | $39M | Sell |
187,168
-33,033
| -15% | -$6.89M | ﹤0.01% | 1450 |
|
|
2024
Q1 | $42.4M | Buy |
220,201
+50,905
| +30% | +$9.8M | ﹤0.01% | 1401 |
|
|
2023
Q4 | $29M | Sell |
169,296
-59,686
| -26% | -$10.2M | ﹤0.01% | 1533 |
|
|
2023
Q3 | $31.6M | Sell |
228,982
-88,265
| -28% | -$12.2M | ﹤0.01% | 1399 |
|
|
2023
Q2 | $39.2M | Sell |
317,247
-20,812
| -6% | -$2.57M | ﹤0.01% | 1299 |
|
|
2023
Q1 | $39M | Buy |
338,059
+25,054
| +8% | +$2.89M | ﹤0.01% | 1371 |
|
|
2022
Q4 | $34.1M | Buy |
313,005
+31,222
| +11% | +$3.41M | ﹤0.01% | 1371 |
|
|
2022
Q3 | $23.2M | Sell |
281,783
-36,674
| -12% | -$3.02M | ﹤0.01% | 1569 |
|
|
2022
Q2 | $29.8M | Sell |
318,457
-29,532
| -8% | -$2.76M | ﹤0.01% | 1465 |
|
|
2022
Q1 | $38.7M | Buy |
347,989
+42,170
| +14% | +$4.69M | ﹤0.01% | 1393 |
|
|
2021
Q4 | $41.5M | Buy |
305,819
+45,291
| +17% | +$6.15M | ﹤0.01% | 1354 |
|
|
2021
Q3 | $34.8M | Buy |
260,528
+13,250
| +5% | +$1.77M | ﹤0.01% | 1436 |
|
|
2021
Q2 | $34.8M | Sell |
247,278
-49,350
| -17% | -$6.95M | ﹤0.01% | 1459 |
|
|
2021
Q1 | $39.1M | Sell |
296,628
-46,495
| -14% | -$6.13M | ﹤0.01% | 1340 |
|
|
2020
Q4 | $37.6M | Buy |
343,123
+32,921
| +11% | +$3.61M | ﹤0.01% | 1215 |
|
|
2020
Q3 | $20.3M | Buy |
310,202
+19,265
| +7% | +$1.26M | ﹤0.01% | 1507 |
|
|
2020
Q2 | $17.1M | Buy |
290,937
+92,321
| +46% | +$5.44M | ﹤0.01% | 1568 |
|
|
2020
Q1 | $9.15M | Sell |
198,616
-35,732
| -15% | -$1.65M | ﹤0.01% | 1893 |
|
|
2019
Q4 | $17.5M | Sell |
234,348
-81,836
| -26% | -$6.12M | ﹤0.01% | 1739 |
|
|
2019
Q3 | $25.3M | Sell |
316,184
-11,084
| -3% | -$888K | ﹤0.01% | 1424 |
|
|
2019
Q2 | $29M | Sell |
327,268
-26,720
| -8% | -$2.37M | ﹤0.01% | 1321 |
|
|
2019
Q1 | $32.2M | Sell |
353,988
-44,212
| -11% | -$4.02M | 0.01% | 1285 |
|
|
2018
Q4 | $28.5M | Sell |
398,200
-273,881
| -41% | -$19.6M | 0.01% | 1219 |
|
|
2018
Q3 | $67.6M | Buy |
672,081
+10,026
| +2% | +$1.01M | 0.01% | 811 |
|
|
2018
Q2 | $69.8M | Sell |
662,055
-60,813
| -8% | -$6.41M | 0.01% | 789 |
|
|
2018
Q1 | $63M | Buy |
722,868
+126,697
| +21% | +$11M | 0.01% | 803 |
|
|
2017
Q4 | $53.7M | Buy |
596,171
+68,879
| +13% | +$6.2M | 0.01% | 887 |
|
|
2017
Q3 | $42.3M | Buy |
527,292
+698
| +0.1% | +$56K | 0.01% | 1112 |
|
|
2017
Q2 | $37.1M | Buy |
526,594
+91,166
| +21% | +$6.43M | 0.01% | 1047 |
|
|
2017
Q1 | $33.9M | Buy |
435,428
+178,978
| +70% | +$13.9M | 0.01% | 1107 |
|
|
2016
Q4 | $17.6M | Buy |
256,450
+84,151
| +49% | +$5.78M | ﹤0.01% | 1516 |
|
|
2016
Q3 | $8.88M | Buy |
172,299
+76,409
| +80% | +$3.94M | ﹤0.01% | 1990 |
|
|
2016
Q2 | $4.24M | Sell |
95,890
-38,569
| -29% | -$1.7M | ﹤0.01% | 2466 |
|
|
2016
Q1 | $6.96M | Buy |
134,459
+38,777
| +41% | +$2.01M | ﹤0.01% | 2075 |
|
|
2015
Q4 | $5.17M | Buy |
95,682
+2,595
| +3% | +$140K | ﹤0.01% | 2368 |
|
|
2015
Q3 | $4.68M | Buy |
93,087
+60,721
| +188% | +$3.05M | ﹤0.01% | 2411 |
|
|
2015
Q2 | $1.75M | Buy |
32,366
+29,248
| +938% | +$1.58M | ﹤0.01% | 2863 |
|
|
2015
Q1 | $161K | Sell |
3,118
-65,799
| -95% | -$3.4M | ﹤0.01% | 4144 |
|
|
2014
Q4 | $3.61M | Sell |
68,917
-63,214
| -48% | -$3.31M | ﹤0.01% | 2188 |
|
|
2014
Q3 | $6.21M | Buy |
132,131
+113,219
| +599% | +$5.32M | ﹤0.01% | 1819 |
|
|
2014
Q2 | $1.09M | Buy |
18,912
+8,494
| +82% | +$490K | ﹤0.01% | 2993 |
|
|
2014
Q1 | $576K | Sell |
10,418
-27,856
| -73% | -$1.54M | ﹤0.01% | 3441 |
|
|
2013
Q4 | $2.29M | Buy |
38,274
+12,722
| +50% | +$761K | ﹤0.01% | 2439 |
|
|
2013
Q3 | $1.26M | Buy |
25,552
+3,569
| +16% | +$176K | ﹤0.01% | 2819 |
|
|
2013
Q2 | $863K | Buy |
+21,983
| New | +$863K | ﹤0.01% | 3278 |
|