Cambridge Investment Research Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
1,373
-787
| -36% | -$213K | ﹤0.01% | 2805 |
|
|
2025
Q1 | $431K | Sell |
2,160
-668
| -24% | -$133K | ﹤0.01% | 2571 |
|
|
2024
Q4 | $784K | Buy |
2,828
+1,018
| +56% | +$282K | ﹤0.01% | 2061 |
|
|
2024
Q3 | $459K | Buy |
1,810
+340
| +23% | +$86.2K | ﹤0.01% | 2478 |
|
|
2024
Q2 | $306K | Sell |
1,470
-93
| -6% | -$19.4K | ﹤0.01% | 2689 |
|
|
2024
Q1 | $301K | Buy |
1,563
+87
| +6% | +$16.8K | ﹤0.01% | 2699 |
|
|
2023
Q4 | $252K | Sell |
1,476
-3,880
| -72% | -$662K | ﹤0.01% | 2724 |
|
|
2023
Q3 | $738K | Buy |
5,356
+3,619
| +208% | +$499K | ﹤0.01% | 1773 |
|
|
2023
Q2 | $215K | Buy |
+1,737
| New | +$215K | ﹤0.01% | 2813 |
|
|
2022
Q1 | – | Sell |
-2,419
| Closed | -$329K | – | 3201 |
|
|
2021
Q4 | $329K | Buy |
2,419
+680
| +39% | +$92.5K | ﹤0.01% | 2441 |
|
|
2021
Q3 | $232K | Sell |
1,739
-54
| -3% | -$7.2K | ﹤0.01% | 2678 |
|
|
2021
Q2 | $252K | Sell |
1,793
-55
| -3% | -$7.73K | ﹤0.01% | 2605 |
|
|
2021
Q1 | $243K | Buy |
+1,848
| New | +$243K | ﹤0.01% | 2450 |
|
|
2017
Q2 | – | Sell |
-3,309
| Closed | -$258K | – | 1943 |
|
|
2017
Q1 | $258K | Buy |
+3,309
| New | +$258K | ﹤0.01% | 1476 |
|