Blue Trust Inc’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
992
-321
| -24% | -$86.7K | ﹤0.01% | 661 |
|
|
2025
Q1 | $262K | Buy |
1,313
+213
| +19% | +$42.5K | ﹤0.01% | 618 |
|
|
2024
Q4 | $305K | Sell |
1,100
-719
| -40% | -$199K | ﹤0.01% | 522 |
|
|
2024
Q3 | $379K | Buy |
1,819
+479
| +36% | +$99.8K | ﹤0.01% | 571 |
|
|
2024
Q2 | $258K | Buy |
1,340
+328
| +32% | +$63.2K | ﹤0.01% | 612 |
|
|
2024
Q1 | $195K | Sell |
1,012
-293
| -22% | -$56.4K | ﹤0.01% | 517 |
|
|
2023
Q4 | $180K | Buy |
1,305
+215
| +20% | +$29.7K | ﹤0.01% | 473 |
|
|
2023
Q3 | $135K | Buy |
1,090
+650
| +148% | +$80.5K | ﹤0.01% | 535 |
|
|
2023
Q2 | $51K | Sell |
440
-1,305
| -75% | -$151K | ﹤0.01% | 687 |
|
|
2023
Q1 | $190K | Buy |
1,745
+752
| +76% | +$81.9K | ﹤0.01% | 559 |
|
|
2022
Q4 | $82K | Buy |
993
+787
| +382% | +$65K | ﹤0.01% | 732 |
|
|
2022
Q3 | $19K | Buy |
206
+49
| +31% | +$4.52K | ﹤0.01% | 1109 |
|
|
2022
Q2 | $18K | Buy |
+157
| New | +$18K | ﹤0.01% | 986 |
|