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