Creative Planning’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
7,140
+1,338
| +23% | +$361K | ﹤0.01% | 1339 |
|
|
2025
Q1 | $1.16M | Buy |
5,802
+1,474
| +34% | +$294K | ﹤0.01% | 1597 |
|
|
2024
Q4 | $1.2M | Buy |
4,328
+285
| +7% | +$79K | ﹤0.01% | 1502 |
|
|
2024
Q3 | $1.02M | Buy |
4,043
+329
| +9% | +$83.3K | ﹤0.01% | 1493 |
|
|
2024
Q2 | $774K | Sell |
3,714
-218
| -6% | -$45.4K | ﹤0.01% | 1600 |
|
|
2024
Q1 | $757K | Buy |
3,932
+584
| +17% | +$112K | ﹤0.01% | 1540 |
|
|
2023
Q4 | $573K | Buy |
3,348
+1,013
| +43% | +$173K | ﹤0.01% | 1608 |
|
|
2023
Q3 | $322K | Buy |
2,335
+461
| +25% | +$63.6K | ﹤0.01% | 1872 |
|
|
2023
Q2 | $232K | Buy |
+1,874
| New | +$232K | ﹤0.01% | 2094 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$2.29K | – | 2571 |
|
|
2022
Q4 | $2.29K | Buy |
+21
| New | +$2.29K | ﹤0.01% | 2366 |
|
|
2017
Q3 | – | Sell |
-92
| Closed | -$6K | – | 2390 |
|
|
2017
Q2 | $6K | Sell |
92
-818
| -90% | -$53.3K | ﹤0.01% | 3843 |
|
|
2017
Q1 | $71K | Buy |
910
+803
| +750% | +$62.7K | ﹤0.01% | 2181 |
|
|
2016
Q4 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 3684 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$10K | – | 4228 |
|
|
2016
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 3188 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 3195 |
|
|
2015
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 3161 |
|
|
2014
Q3 | – | Sell |
-500
| Closed | -$29K | – | 3886 |
|
|
2014
Q2 | $29K | Hold |
500
| – | – | ﹤0.01% | 2219 |
|
|
2014
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 2156 |
|
|
2013
Q4 | $30K | Sell |
500
-2,200
| -81% | -$132K | ﹤0.01% | 1946 |
|
|
2013
Q3 | $133K | Buy |
+2,700
| New | +$133K | ﹤0.01% | 950 |
|