Concourse Financial Group Securities’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,569
| Closed | -$735K | – | 2578 |
|
|
2024
Q4 | $735K | Buy |
2,569
+95
| +4% | +$27.2K | 0.04% | 393 |
|
|
2024
Q3 | $627K | Buy |
2,474
+630
| +34% | +$160K | 0.04% | 407 |
|
|
2024
Q2 | $384K | Buy |
1,844
+454
| +33% | +$94.6K | 0.02% | 515 |
|
|
2024
Q1 | $268K | Buy |
1,390
+1,303
| +1,498% | +$251K | 0.02% | 588 |
|
|
2023
Q4 | $14.9K | Hold |
87
| – | – | ﹤0.01% | 1564 |
|
|
2023
Q3 | $12K | Sell |
87
-7
| -7% | -$965 | ﹤0.01% | 1590 |
|
|
2023
Q2 | $11.6K | Sell |
94
-81
| -46% | -$10K | ﹤0.01% | 1603 |
|
|
2023
Q1 | $20.2K | Buy |
175
+5
| +3% | +$577 | ﹤0.01% | 1456 |
|
|
2022
Q4 | $18.5K | Sell |
170
-386
| -69% | -$42.1K | ﹤0.01% | 1495 |
|
|
2022
Q3 | $46K | Sell |
556
-139
| -20% | -$11.5K | ﹤0.01% | 971 |
|
|
2022
Q2 | $65K | Sell |
695
-123
| -15% | -$11.5K | 0.01% | 976 |
|
|
2022
Q1 | $91K | Sell |
818
-37
| -4% | -$4.12K | 0.01% | 906 |
|
|
2021
Q4 | $116K | Sell |
855
-10
| -1% | -$1.36K | 0.01% | 937 |
|
|
2021
Q3 | $116K | Sell |
865
-29
| -3% | -$3.89K | 0.01% | 917 |
|
|
2021
Q2 | $126K | Sell |
894
-22
| -2% | -$3.1K | 0.01% | 886 |
|
|
2021
Q1 | $121K | Buy |
916
+36
| +4% | +$4.76K | 0.01% | 853 |
|
|
2020
Q4 | $96K | Buy |
880
+75
| +9% | +$8.18K | 0.01% | 905 |
|
|
2020
Q3 | $53K | Buy |
805
+76
| +10% | +$5K | ﹤0.01% | 1035 |
|
|
2020
Q2 | $43K | Buy |
729
+122
| +20% | +$7.2K | ﹤0.01% | 1038 |
|
|
2020
Q1 | $28K | Buy |
607
+56
| +10% | +$2.58K | ﹤0.01% | 1110 |
|
|
2019
Q4 | $41K | Buy |
551
+275
| +100% | +$20.5K | ﹤0.01% | 1003 |
|
|
2019
Q3 | $22K | Sell |
276
-351
| -56% | -$28K | 0.01% | 925 |
|
|
2019
Q2 | $56K | Sell |
627
-10
| -2% | -$893 | 0.01% | 821 |
|
|
2019
Q1 | $57K | Buy |
637
+53
| +9% | +$4.74K | 0.01% | 832 |
|
|
2018
Q4 | $41K | Buy |
584
+182
| +45% | +$12.8K | ﹤0.01% | 882 |
|
|
2018
Q3 | $40K | Buy |
+402
| New | +$40K | 0.01% | 638 |
|