Buckhead 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 | $1.19M | Hold |
4,407
| – | – | 0.46% | 58 |
|
|
2025
Q1 | $880K | Hold |
4,407
| – | – | 0.28% | 70 |
|
|
2024
Q4 | $1.22M | Sell |
4,407
-140
| -3% | -$38.8K | 0.39% | 62 |
|
|
2024
Q3 | $1.15M | Hold |
4,547
| – | – | 0.36% | 61 |
|
|
2024
Q2 | $948K | Hold |
4,547
| – | – | 0.32% | 64 |
|
|
2024
Q1 | $876K | Buy |
4,547
+10
| +0.2% | +$1.93K | 0.3% | 66 |
|
|
2023
Q4 | $776K | Hold |
4,537
| – | – | 0.29% | 69 |
|
|
2023
Q3 | $626K | Hold |
4,537
| – | – | 0.26% | 70 |
|
|
2023
Q2 | $561K | Hold |
4,537
| – | – | 0.13% | 92 |
|
|
2023
Q1 | $523K | Hold |
4,537
| – | – | 0.12% | 95 |
|
|
2022
Q4 | $495K | Hold |
4,537
| – | – | 0.12% | 94 |
|
|
2022
Q3 | $373K | Buy |
4,537
+450
| +11% | +$37K | 0.1% | 105 |
|
|
2022
Q2 | $383K | Buy |
4,087
+55
| +1% | +$5.15K | 0.09% | 106 |
|
|
2022
Q1 | $449K | Buy |
4,032
+402
| +11% | +$44.8K | 0.1% | 107 |
|
|
2021
Q4 | $493K | Hold |
3,630
| – | – | 0.1% | 105 |
|
|
2021
Q3 | $485K | Buy |
3,630
+10
| +0.3% | +$1.34K | 0.11% | 105 |
|
|
2021
Q2 | $510K | Buy |
3,620
+160
| +5% | +$22.5K | 0.11% | 102 |
|
|
2021
Q1 | $456K | Buy |
3,460
+305
| +10% | +$40.2K | 0.11% | 106 |
|
|
2020
Q4 | $346K | Hold |
3,155
| – | – | 0.09% | 110 |
|
|
2020
Q3 | $207K | Buy |
+3,155
| New | +$207K | 0.06% | 123 |
|