Barclays’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.67M | Sell |
24,699
-5,891
| -19% | -$1.59M | ﹤0.01% | 1406 |
|
|
2025
Q1 | $6.11M | Sell |
30,590
-6,799
| -18% | -$1.36M | ﹤0.01% | 1301 |
|
|
2024
Q4 | $10.4M | Buy |
37,389
+13,138
| +54% | +$3.64M | ﹤0.01% | 1103 |
|
|
2024
Q3 | $6.14M | Buy |
24,251
+798
| +3% | +$202K | ﹤0.01% | 1376 |
|
|
2024
Q2 | $4.89M | Sell |
23,453
-30,711
| -57% | -$6.4M | ﹤0.01% | 1189 |
|
|
2024
Q1 | $10.4M | Buy |
54,164
+15,227
| +39% | +$2.93M | ﹤0.01% | 1004 |
|
|
2023
Q4 | $6.66M | Buy |
38,937
+10,644
| +38% | +$1.82M | ﹤0.01% | 1303 |
|
|
2023
Q3 | $3.9M | Sell |
28,293
-2,296
| -8% | -$316K | ﹤0.01% | 1284 |
|
|
2023
Q2 | $3.78M | Buy |
30,589
+2,989
| +11% | +$369K | ﹤0.01% | 1376 |
|
|
2023
Q1 | $3.18M | Sell |
27,600
-1,121
| -4% | -$129K | ﹤0.01% | 1347 |
|
|
2022
Q4 | $3.13M | Buy |
28,721
+15,480
| +117% | +$1.69M | ﹤0.01% | 1377 |
|
|
2022
Q3 | $1.09M | Sell |
13,241
-4,039
| -23% | -$332K | ﹤0.01% | 2064 |
|
|
2022
Q2 | $1.62M | Sell |
17,280
-1,134
| -6% | -$106K | ﹤0.01% | 1722 |
|
|
2022
Q1 | $2.05M | Sell |
18,414
-17,451
| -49% | -$1.94M | ﹤0.01% | 1759 |
|
|
2021
Q4 | $4.87M | Sell |
35,865
-81,859
| -70% | -$11.1M | ﹤0.01% | 1253 |
|
|
2021
Q3 | $15.7M | Buy |
117,724
+64,873
| +123% | +$8.67M | 0.01% | 761 |
|
|
2021
Q2 | $7.44M | Sell |
52,851
-2,441
| -4% | -$344K | ﹤0.01% | 1042 |
|
|
2021
Q1 | $7.28M | Buy |
55,292
+37,344
| +208% | +$4.92M | ﹤0.01% | 952 |
|
|
2020
Q4 | $1.97M | Buy |
17,948
+10,655
| +146% | +$1.17M | ﹤0.01% | 1583 |
|
|
2020
Q3 | $477K | Sell |
7,293
-29,024
| -80% | -$1.9M | ﹤0.01% | 2325 |
|
|
2020
Q2 | $2.14M | Buy |
36,317
+18,262
| +101% | +$1.08M | ﹤0.01% | 1425 |
|
|
2020
Q1 | $832K | Sell |
18,055
-17,440
| -49% | -$804K | ﹤0.01% | 1847 |
|
|
2019
Q4 | $2.65M | Sell |
35,495
-22,241
| -39% | -$1.66M | ﹤0.01% | 1686 |
|
|
2019
Q3 | $4.62M | Buy |
57,736
+18,639
| +48% | +$1.49M | ﹤0.01% | 1137 |
|
|
2019
Q2 | $3.46M | Sell |
39,097
-6,599
| -14% | -$584K | ﹤0.01% | 1356 |
|
|
2019
Q1 | $4.16M | Buy |
45,696
+34,246
| +299% | +$3.12M | ﹤0.01% | 1074 |
|
|
2018
Q4 | $821K | Sell |
11,450
-22,135
| -66% | -$1.59M | ﹤0.01% | 1942 |
|
|
2018
Q3 | $3.38M | Sell |
33,585
-74,008
| -69% | -$7.44M | ﹤0.01% | 1351 |
|
|
2018
Q2 | $11.3M | Buy |
107,593
+1,253
| +1% | +$132K | 0.01% | 684 |
|
|
2018
Q1 | $9.27M | Buy |
106,340
+66,179
| +165% | +$5.77M | 0.01% | 734 |
|
|
2017
Q4 | $3.62M | Sell |
40,161
-13,887
| -26% | -$1.25M | ﹤0.01% | 985 |
|
|
2017
Q3 | $4.34M | Buy |
54,048
+39,798
| +279% | +$3.19M | ﹤0.01% | 865 |
|
|
2017
Q2 | $1.01M | Buy |
14,250
+2,589
| +22% | +$183K | ﹤0.01% | 1561 |
|
|
2017
Q1 | $909K | Buy |
11,661
+5,766
| +98% | +$449K | ﹤0.01% | 1616 |
|
|
2016
Q4 | $406K | Buy |
5,895
+1,305
| +28% | +$89.9K | ﹤0.01% | 1934 |
|
|
2016
Q3 | $237K | Sell |
4,590
-25,828
| -85% | -$1.33M | ﹤0.01% | 2047 |
|
|
2016
Q2 | $1.34M | Buy |
30,418
+22,309
| +275% | +$986K | ﹤0.01% | 1292 |
|
|
2016
Q1 | $414K | Buy |
8,109
+5,934
| +273% | +$303K | ﹤0.01% | 1807 |
|
|
2015
Q4 | $117K | Buy |
2,175
+96
| +5% | +$5.16K | ﹤0.01% | 2246 |
|
|
2015
Q3 | $104K | Sell |
2,079
-2,345
| -53% | -$117K | ﹤0.01% | 2361 |
|
|
2015
Q2 | $234K | Buy |
4,424
+3,430
| +345% | +$181K | ﹤0.01% | 2024 |
|
|
2015
Q1 | $50K | Sell |
994
-988
| -50% | -$49.7K | ﹤0.01% | 2733 |
|
|
2014
Q4 | $103K | Buy |
1,982
+747
| +60% | +$38.8K | ﹤0.01% | 2684 |
|
|
2014
Q3 | $58K | Buy |
1,235
+319
| +35% | +$15K | ﹤0.01% | 2913 |
|
|
2014
Q2 | $52K | Sell |
916
-424
| -32% | -$24.1K | ﹤0.01% | 3017 |
|
|
2014
Q1 | $74K | Sell |
1,340
-18,129
| -93% | -$1M | ﹤0.01% | 2941 |
|
|
2013
Q4 | $1.15M | Sell |
19,469
-9,827
| -34% | -$580K | ﹤0.01% | 1688 |
|
|
2013
Q3 | $1.44M | Buy |
29,296
+17,862
| +156% | +$876K | ﹤0.01% | 1488 |
|
|
2013
Q2 | $449K | Buy |
+11,434
| New | +$449K | ﹤0.01% | 2266 |
|