Citigroup’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.52M | Sell |
16,744
-84,002
| -83% | -$22.7M | ﹤0.01% | 1489 |
|
2025
Q1 | $20.1M | Buy |
100,746
+83,704
| +491% | +$16.7M | 0.01% | 703 |
|
2024
Q4 | $4.72M | Buy |
17,042
+6,732
| +65% | +$1.87M | ﹤0.01% | 1461 |
|
2024
Q3 | $2.61M | Buy |
10,310
+3,937
| +62% | +$997K | ﹤0.01% | 1840 |
|
2024
Q2 | $1.33M | Buy |
6,373
+1,738
| +37% | +$362K | ﹤0.01% | 2053 |
|
2024
Q1 | $893K | Buy |
4,635
+874
| +23% | +$168K | ﹤0.01% | 2451 |
|
2023
Q4 | $643K | Sell |
3,761
-582
| -13% | -$99.6K | ﹤0.01% | 2506 |
|
2023
Q3 | $599K | Sell |
4,343
-4,631
| -52% | -$639K | ﹤0.01% | 2284 |
|
2023
Q2 | $1.11M | Sell |
8,974
-2,683
| -23% | -$332K | ﹤0.01% | 2175 |
|
2023
Q1 | $1.35M | Sell |
11,657
-3,175
| -21% | -$366K | ﹤0.01% | 1806 |
|
2022
Q4 | $1.62M | Sell |
14,832
-7,672
| -34% | -$837K | ﹤0.01% | 1667 |
|
2022
Q3 | $1.85M | Sell |
22,504
-942
| -4% | -$77.4K | ﹤0.01% | 1652 |
|
2022
Q2 | $2.19M | Sell |
23,446
-10,088
| -30% | -$944K | ﹤0.01% | 1517 |
|
2022
Q1 | $3.73M | Sell |
33,534
-6,962
| -17% | -$775K | ﹤0.01% | 1341 |
|
2021
Q4 | $5.5M | Sell |
40,496
-6,164
| -13% | -$837K | ﹤0.01% | 1225 |
|
2021
Q3 | $6.24M | Sell |
46,660
-27,107
| -37% | -$3.62M | ﹤0.01% | 1178 |
|
2021
Q2 | $10.4M | Buy |
73,767
+9,209
| +14% | +$1.3M | 0.01% | 1031 |
|
2021
Q1 | $8.51M | Sell |
64,558
-13,124
| -17% | -$1.73M | 0.01% | 1084 |
|
2020
Q4 | $8.52M | Buy |
77,682
+28,776
| +59% | +$3.15M | 0.01% | 1044 |
|
2020
Q3 | $3.2M | Buy |
48,906
+4,422
| +10% | +$290K | ﹤0.01% | 1301 |
|
2020
Q2 | $2.62M | Sell |
44,484
-9,182
| -17% | -$541K | ﹤0.01% | 1430 |
|
2020
Q1 | $2.47M | Sell |
53,666
-37,384
| -41% | -$1.72M | ﹤0.01% | 1272 |
|
2019
Q4 | $6.81M | Sell |
91,050
-1,430
| -2% | -$107K | ﹤0.01% | 1010 |
|
2019
Q3 | $7.41M | Buy |
92,480
+83,162
| +892% | +$6.66M | 0.01% | 920 |
|
2019
Q2 | $825K | Sell |
9,318
-56,204
| -86% | -$4.98M | ﹤0.01% | 2298 |
|
2019
Q1 | $5.96M | Buy |
65,522
+53,604
| +450% | +$4.88M | 0.01% | 924 |
|
2018
Q4 | $853K | Sell |
11,918
-4,265
| -26% | -$305K | ﹤0.01% | 2111 |
|
2018
Q3 | $1.63M | Sell |
16,183
-1,941
| -11% | -$195K | ﹤0.01% | 1641 |
|
2018
Q2 | $1.91M | Sell |
18,124
-61,640
| -77% | -$6.5M | ﹤0.01% | 1496 |
|
2018
Q1 | $6.96M | Buy |
79,764
+37,504
| +89% | +$3.27M | 0.01% | 836 |
|
2017
Q4 | $3.8M | Sell |
42,260
-10,462
| -20% | -$941K | ﹤0.01% | 1118 |
|
2017
Q3 | $4.23M | Buy |
52,722
+9,084
| +21% | +$729K | ﹤0.01% | 1052 |
|
2017
Q2 | $3.08M | Sell |
43,638
-1,927
| -4% | -$136K | ﹤0.01% | 1202 |
|
2017
Q1 | $3.55M | Sell |
45,565
-89,948
| -66% | -$7.01M | ﹤0.01% | 1082 |
|
2016
Q4 | $9.31M | Buy |
135,513
+61,802
| +84% | +$4.25M | 0.01% | 680 |
|
2016
Q3 | $3.8M | Buy |
73,711
+27,895
| +61% | +$1.44M | ﹤0.01% | 1032 |
|
2016
Q2 | $2.02M | Buy |
45,816
+6,284
| +16% | +$278K | ﹤0.01% | 1246 |
|
2016
Q1 | $2.05M | Buy |
39,532
+19,299
| +95% | +$999K | ﹤0.01% | 1407 |
|
2015
Q4 | $1.1M | Buy |
20,233
+854
| +4% | +$46.2K | ﹤0.01% | 1724 |
|
2015
Q3 | $974K | Buy |
19,379
+9,114
| +89% | +$458K | ﹤0.01% | 1738 |
|
2015
Q2 | $555K | Buy |
10,265
+2,646
| +35% | +$143K | ﹤0.01% | 2074 |
|
2015
Q1 | $394K | Sell |
7,619
-19,454
| -72% | -$1.01M | ﹤0.01% | 2463 |
|
2014
Q4 | $1.42M | Buy |
27,073
+12,136
| +81% | +$636K | ﹤0.01% | 1507 |
|
2014
Q3 | $702K | Buy |
14,937
+6,486
| +77% | +$305K | ﹤0.01% | 1804 |
|
2014
Q2 | $487K | Sell |
8,451
-8,432
| -50% | -$486K | ﹤0.01% | 2012 |
|
2014
Q1 | $934K | Sell |
16,883
-544
| -3% | -$30.1K | ﹤0.01% | 1629 |
|
2013
Q4 | $1.04M | Buy |
17,427
+10,562
| +154% | +$632K | ﹤0.01% | 1811 |
|
2013
Q3 | $338K | Sell |
6,865
-2,580
| -27% | -$127K | ﹤0.01% | 2240 |
|
2013
Q2 | $370K | Buy |
+9,445
| New | +$370K | ﹤0.01% | 2271 |
|