CAPTRUST Financial 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 | $2.81M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $729K | Buy |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $591K | Buy |
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $605K | Sell |
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|
2021
Q3 | $646K | Buy |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $638K | Buy |
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|
2020
Q4 | $430K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $171K | Sell |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $49K | Sell |
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|
2018
Q3 | $69K | Sell |
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|
2018
Q2 | $89K | Sell |
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|
2018
Q1 | $77K | Buy |
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|
2017
Q4 | $74K | Buy |
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