Cetera Trust Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
1,820
+100
| +6% | +$27K | 0.29% | 65 |
|
|
2025
Q1 | $344K | Hold |
1,720
| – | – | 0.22% | 79 |
|
|
2024
Q4 | $477K | Sell |
1,720
-94
| -5% | -$26.1K | 0.31% | 58 |
|
|
2024
Q3 | $460K | Hold |
1,814
| – | – | 0.28% | 66 |
|
|
2024
Q2 | $378K | Hold |
1,814
| – | – | 0.24% | 70 |
|
|
2024
Q1 | $349K | Sell |
1,814
-100
| -5% | -$19.3K | 0.21% | 80 |
|
|
2023
Q4 | $327K | Buy |
+1,914
| New | +$327K | 0.2% | 85 |
|