BOK Financial’s Evercore EVR Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $11.4M | Buy |  | |||||
| 2025 Q1 | $7.32M | Buy |  | |||||
| 2024 Q4 | – | Sell |  | |||||
| 2024 Q3 | $496 | Buy |  | |||||
| 2024 Q2 | – | Sell |  | |||||
| 2024 Q1 | $638K | Sell |  | |||||
| 2023 Q4 | $584K | Sell |  | |||||
| 2023 Q3 | $538K | Buy |  | |||||
| 2023 Q2 | $509K | Buy |  | |||||
| 2022 Q1 | – | Sell |  | |||||
| 2021 Q4 | $3.03M | Buy |  | |||||
| 2021 Q3 | $2.93M | Buy |  | |||||
| 2021 Q1 | $6.07M | Sell |  | |||||
| 2020 Q4 | $5.65M | Buy |  | |||||
| 2020 Q3 | $3.35M | Buy |  | |||||
| 2020 Q2 | $2.76M | Buy |  | |||||
| 2019 Q3 | – | Sell |  | |||||
| 2019 Q2 | $493K | Buy |  | |||||
| 2019 Q1 | $503K | Sell |  | |||||
| 2018 Q4 | $400K | Buy |  |