Consolidated Planning Corp’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
9,409
-1,289
| -12% | -$348K | 0.32% | 82 |
|
|
2025
Q1 | $2.14M | Buy |
10,698
+2,264
| +27% | +$452K | 0.29% | 81 |
|
|
2024
Q4 | $2.34M | Buy |
8,434
+2,697
| +47% | +$748K | 0.32% | 71 |
|
|
2024
Q3 | $1.45M | Buy |
5,737
+3,453
| +151% | +$875K | 0.22% | 80 |
|
|
2024
Q2 | $476K | Buy |
2,284
+571
| +33% | +$119K | 0.08% | 116 |
|
|
2024
Q1 | $330K | Buy |
+1,713
| New | +$330K | 0.06% | 130 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$2K | – | 188 |
|
|
2021
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 404 |
|