Commonwealth Equity Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Buy |
3,422
+644
| +23% | +$174K | ﹤0.01% | 2638 |
|
|
2025
Q1 | $555K | Buy |
2,778
+248
| +10% | +$49.5K | ﹤0.01% | 2945 |
|
|
2024
Q4 | $701K | Sell |
2,530
-19
| -0.7% | -$5.26K | ﹤0.01% | 2694 |
|
|
2024
Q3 | $646K | Buy |
2,549
+882
| +53% | +$224K | ﹤0.01% | 2691 |
|
|
2024
Q2 | $348K | Buy |
1,667
+43
| +3% | +$8.98K | ﹤0.01% | 3172 |
|
|
2024
Q1 | $313K | Buy |
1,624
+47
| +3% | +$9.06K | ﹤0.01% | 3233 |
|
|
2023
Q4 | $270K | Sell |
1,577
-131
| -8% | -$22.4K | ﹤0.01% | 3257 |
|
|
2023
Q3 | $236K | Buy |
1,708
+29
| +2% | +$4.01K | ﹤0.01% | 3232 |
|
|
2023
Q2 | $208K | Sell |
1,679
-300
| -15% | -$37.2K | ﹤0.01% | 3374 |
|
|
2023
Q1 | $228 | Sell |
1,979
-2,261
| -53% | -$260 | ﹤0.01% | 3200 |
|
|
2022
Q4 | $462K | Buy |
4,240
+589
| +16% | +$64.2K | ﹤0.01% | 2533 |
|
|
2022
Q3 | $300K | Buy |
3,651
+41
| +1% | +$3.37K | ﹤0.01% | 2830 |
|
|
2022
Q2 | $338K | Sell |
3,610
-1,256
| -26% | -$118K | ﹤0.01% | 2730 |
|
|
2022
Q1 | $541K | Buy |
4,866
+2,208
| +83% | +$245K | ﹤0.01% | 2454 |
|
|
2021
Q4 | $361K | Buy |
2,658
+186
| +8% | +$25.3K | ﹤0.01% | 2807 |
|
|
2021
Q3 | $330K | Buy |
2,472
+132
| +6% | +$17.6K | ﹤0.01% | 2820 |
|
|
2021
Q2 | $329K | Buy |
+2,340
| New | +$329K | ﹤0.01% | 2815 |
|
|
2021
Q1 | – | Sell |
-2,225
| Closed | -$243K | – | 3419 |
|
|
2020
Q4 | $243K | Buy |
+2,225
| New | +$243K | ﹤0.01% | 2754 |
|
|
2020
Q3 | – | Sell |
-5,877
| Closed | -$346K | – | 3073 |
|
|
2020
Q2 | $346K | Buy |
5,877
+1,368
| +30% | +$80.5K | ﹤0.01% | 2166 |
|
|
2020
Q1 | $207K | Buy |
4,509
+51
| +1% | +$2.34K | ﹤0.01% | 2368 |
|
|
2019
Q4 | $333K | Buy |
4,458
+627
| +16% | +$46.8K | ﹤0.01% | 2231 |
|
|
2019
Q3 | $306K | Buy |
+3,831
| New | +$306K | ﹤0.01% | 2224 |
|
|
2018
Q4 | – | Sell |
-4,909
| Closed | -$493K | – | 2726 |
|
|
2018
Q3 | $493K | Sell |
4,909
-3,020
| -38% | -$303K | ﹤0.01% | 1796 |
|
|
2018
Q2 | $836K | Sell |
7,929
-163
| -2% | -$17.2K | ﹤0.01% | 1392 |
|
|
2018
Q1 | $705K | Buy |
+8,092
| New | +$705K | ﹤0.01% | 1464 |
|
|
2013
Q3 | – | Sell |
-5,741
| Closed | -$226K | – | 1884 |
|
|
2013
Q2 | $226K | Buy |
+5,741
| New | +$226K | ﹤0.01% | 1487 |
|