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 |
|