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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.2M | Sell |
30,815
-6,716
| -18% | -$2.2M | 0.14% | 134 |
|
|
2025
Q4 | $12.8M | Sell |
37,531
-3,117
| -8% | -$1M | 0.2% | 105 |
|
|
2025
Q3 | $13.7M | Sell |
40,648
-1,468
| -3% | -$460K | 0.21% | 91 |
|
|
2025
Q2 | $11.4M | Buy |
42,116
+5,467
| +15% | +$1.2M | 0.18% | 107 |
|
|
2025
Q1 | $7.32M | Buy |
+36,649
| New | +$9.13M | 0.13% | 142 |
|
|
2024
Q4 | – | Sell |
-2
| Closed | -$496 | – | 1356 |
|
|
2024
Q3 | $496 | Buy |
+2
| New | +$476 | ﹤0.01% | 1217 |
|
|
2024
Q2 | – | Sell |
-3,370
| Closed | -$638K | – | 1199 |
|
|
2024
Q1 | $638K | Sell |
3,370
-47
| -1% | -$8.5K | 0.01% | 546 |
|
|
2023
Q4 | $584K | Sell |
3,417
-716
| -17% | -$104K | 0.01% | 531 |
|
|
2023
Q3 | $538K | Buy |
4,133
+17
| +0.4% | +$2.31K | 0.01% | 525 |
|
|
2023
Q2 | $509K | Buy |
+4,116
| New | +$473K | 0.01% | 552 |
|
|
2022
Q1 | – | Sell |
-22,335
| Closed | -$3.03M | – | 984 |
|
|
2021
Q4 | $3.03M | Buy |
22,335
+404
| +2% | +$58.9K | 0.05% | 324 |
|
|
2021
Q3 | $2.93M | Buy |
+21,931
| New | +$2.98M | 0.05% | 325 |
|
|
2021
Q1 | $6.07M | Sell |
46,079
-5,429
| -11% | -$663K | 0.11% | 188 |
|
|
2020
Q4 | $5.65M | Buy |
51,508
+255
| +0.5% | +$22.7K | 0.11% | 186 |
|
|
2020
Q3 | $3.35M | Buy |
51,253
+4,326
| +9% | +$263K | 0.07% | 241 |
|
|
2020
Q2 | $2.76M | Buy |
+46,927
| New | +$2.55M | 0.07% | 263 |
|
|
2019
Q3 | – | Sell |
-5,573
| Closed | -$493K | – | 912 |
|
|
2019
Q2 | $493K | Buy |
5,573
+44
| +0.8% | +$3.92K | 0.01% | 673 |
|
|
2019
Q1 | $503K | Sell |
5,529
-48
| -0.9% | -$4.21K | 0.01% | 666 |
|
|
2018
Q4 | $400K | Buy |
+5,577
| New | +$458K | 0.01% | 665 |
|
Other funds holding EVR
VPM
VCM
