Basswood Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
96,647
+20,227
| +26% | +$5.46M | 1.2% | 24 |
|
|
2025
Q1 | $15.3M | Hold |
76,420
| – | – | 0.86% | 41 |
|
|
2024
Q4 | $21.2M | Hold |
76,420
| – | – | 1.23% | 31 |
|
|
2024
Q3 | $19.4M | Hold |
76,420
| – | – | 1% | 41 |
|
|
2024
Q2 | $15.9M | Hold |
76,420
| – | – | 1.03% | 42 |
|
|
2024
Q1 | $14.7M | Sell |
76,420
-9,387
| -11% | -$1.81M | 0.86% | 45 |
|
|
2023
Q4 | $14.7M | Sell |
85,807
-40,164
| -32% | -$6.87M | 0.95% | 40 |
|
|
2023
Q3 | $17.4M | Sell |
125,971
-21,705
| -15% | -$2.99M | 1.32% | 30 |
|
|
2023
Q2 | $18.3M | Buy |
147,676
+36,491
| +33% | +$4.51M | 1.34% | 30 |
|
|
2023
Q1 | $12.8M | Sell |
111,185
-42,863
| -28% | -$4.95M | 0.89% | 37 |
|
|
2022
Q4 | $16.8M | Buy |
154,048
+51,159
| +50% | +$5.58M | 1.24% | 25 |
|
|
2022
Q3 | $8.46M | Buy |
102,889
+62,189
| +153% | +$5.12M | 0.62% | 48 |
|
|
2022
Q2 | $3.81M | Buy |
+40,700
| New | +$3.81M | 0.24% | 79 |
|
|
2021
Q4 | – | Sell |
-97,016
| Closed | -$13M | – | 138 |
|
|
2021
Q3 | $13M | Hold |
97,016
| – | – | 0.53% | 52 |
|
|
2021
Q2 | $13.7M | Hold |
97,016
| – | – | 0.57% | 44 |
|
|
2021
Q1 | $12.8M | Hold |
97,016
| – | – | 0.58% | 42 |
|
|
2020
Q4 | $10.6M | Sell |
97,016
-187,573
| -66% | -$20.6M | 0.66% | 40 |
|
|
2020
Q3 | $18.6M | Sell |
284,589
-52,685
| -16% | -$3.45M | 1.55% | 24 |
|
|
2020
Q2 | $19.9M | Buy |
337,274
+164,673
| +95% | +$9.7M | 1.91% | 19 |
|
|
2020
Q1 | $7.95M | Buy |
172,601
+71,281
| +70% | +$3.28M | 0.93% | 32 |
|
|
2019
Q4 | $7.58M | Buy |
+101,320
| New | +$7.58M | 0.53% | 55 |
|