CAPTRUST Financial 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 | $2.81M | Buy |
10,405
+3,780
| +57% | +$1.02M | 0.01% | 823 |
|
|
2025
Q1 | $1.32M | Buy |
6,625
+564
| +9% | +$113K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $1.68M | Buy |
6,061
+1,638
| +37% | +$454K | ﹤0.01% | 958 |
|
|
2024
Q3 | $1.12M | Buy |
4,423
+303
| +7% | +$76.8K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $859K | Buy |
4,120
+218
| +6% | +$45.4K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $752K | Sell |
3,902
-1,155
| -23% | -$222K | ﹤0.01% | 1282 |
|
|
2023
Q4 | $865K | Sell |
5,057
-230
| -4% | -$39.3K | ﹤0.01% | 1365 |
|
|
2023
Q3 | $729K | Buy |
5,287
+211
| +4% | +$29.1K | ﹤0.01% | 1396 |
|
|
2023
Q2 | $627K | Sell |
5,076
-6
| -0.1% | -$742 | ﹤0.01% | 1495 |
|
|
2023
Q1 | $586K | Sell |
5,082
-332
| -6% | -$38.3K | ﹤0.01% | 1318 |
|
|
2022
Q4 | $591K | Buy |
5,414
+41
| +0.8% | +$4.47K | ﹤0.01% | 1249 |
|
|
2022
Q3 | $442K | Buy |
5,373
+639
| +13% | +$52.6K | ﹤0.01% | 1308 |
|
|
2022
Q2 | $443K | Buy |
4,734
+207
| +5% | +$19.4K | ﹤0.01% | 1205 |
|
|
2022
Q1 | $504K | Buy |
4,527
+76
| +2% | +$8.46K | ﹤0.01% | 1148 |
|
|
2021
Q4 | $605K | Sell |
4,451
-382
| -8% | -$51.9K | ﹤0.01% | 1026 |
|
|
2021
Q3 | $646K | Buy |
4,833
+272
| +6% | +$36.4K | 0.01% | 925 |
|
|
2021
Q2 | $642K | Sell |
4,561
-279
| -6% | -$39.3K | 0.01% | 900 |
|
|
2021
Q1 | $638K | Buy |
4,840
+920
| +23% | +$121K | 0.01% | 859 |
|
|
2020
Q4 | $430K | Buy |
3,920
+265
| +7% | +$29.1K | 0.01% | 889 |
|
|
2020
Q3 | $242K | Buy |
3,655
+611
| +20% | +$40.5K | ﹤0.01% | 954 |
|
|
2020
Q2 | $171K | Sell |
3,044
-3,281
| -52% | -$184K | ﹤0.01% | 1100 |
|
|
2020
Q1 | $289K | Sell |
6,325
-982
| -13% | -$44.9K | 0.01% | 736 |
|
|
2019
Q4 | $553K | Buy |
+7,307
| New | +$553K | 0.01% | 654 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 1954 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1945 |
|
|
2019
Q1 | $0 | Sell |
1
-682
| -100% | – | ﹤0.01% | 1830 |
|
|
2018
Q4 | $49K | Sell |
683
-2
| -0.3% | -$143 | ﹤0.01% | 787 |
|
|
2018
Q3 | $69K | Sell |
685
-162
| -19% | -$16.3K | ﹤0.01% | 687 |
|
|
2018
Q2 | $89K | Sell |
847
-37
| -4% | -$3.89K | ﹤0.01% | 545 |
|
|
2018
Q1 | $77K | Buy |
884
+63
| +8% | +$5.49K | ﹤0.01% | 496 |
|
|
2017
Q4 | $74K | Buy |
+821
| New | +$74K | ﹤0.01% | 509 |
|