Concourse Financial Group Securities’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $735K | Buy |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $384K | Buy |
|
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|
2024
Q1 | $268K | Buy |
|
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|
2023
Q4 | $14.9K | Hold |
|
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|
2023
Q3 | $12K | Sell |
|
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|
2023
Q2 | $11.6K | Sell |
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|
2023
Q1 | $20.2K | Buy |
|
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|
2022
Q4 | $18.5K | Sell |
|
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $91K | Sell |
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|
2021
Q4 | $116K | Sell |
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|
2021
Q3 | $116K | Sell |
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|
2021
Q2 | $126K | Sell |
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|
2021
Q1 | $121K | Buy |
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|
2020
Q4 | $96K | Buy |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $43K | Buy |
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|
2020
Q1 | $28K | Buy |
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|
2019
Q4 | $41K | Buy |
|
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|
2019
Q3 | $22K | Sell |
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|
2019
Q2 | $56K | Sell |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $41K | Buy |
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|
2018
Q3 | $40K | Buy |
|