Cetera Investment Advisers’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 | $1.18M | Sell |
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|
2025
Q1 | $3.41M | Buy |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $1.18M | Sell |
|
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $293K | Buy |
|