Cetera Investment Advisers’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
4,370
-12,715
-74% -$3.43M ﹤0.01% 2236
2025
Q1
$3.41M Buy
17,085
+4,781
+39% +$955K 0.01% 1363
2024
Q4
$3.41M Buy
12,304
+1,643
+15% +$455K 0.01% 1271
2024
Q3
$2.7M Buy
10,661
+5,006
+89% +$1.27M 0.01% 1395
2024
Q2
$1.18M Sell
5,655
-2,769
-33% -$577K ﹤0.01% 1958
2024
Q1
$1.62M Buy
8,424
+6,099
+262% +$1.17M ﹤0.01% 1713
2023
Q4
$398K Buy
2,325
+319
+16% +$54.6K ﹤0.01% 1618
2023
Q3
$277K Buy
2,006
+14
+0.7% +$1.93K ﹤0.01% 1787
2023
Q2
$246K Sell
1,992
-719
-27% -$88.8K ﹤0.01% 1867
2023
Q1
$313K Buy
2,711
+21
+0.8% +$2.42K ﹤0.01% 1678
2022
Q4
$293K Buy
+2,690
New +$293K ﹤0.01% 1678