Cambridge Investment Research Advisors’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 | $371K | Sell |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $784K | Buy |
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $306K | Sell |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $329K | Buy |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $243K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $258K | Buy |
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