Crossmark Global Holdings’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
2,220
-325
| -13% | -$87.8K | 0.01% | 812 |
|
|
2025
Q1 | $508K | Sell |
2,545
-329
| -11% | -$65.7K | 0.01% | 870 |
|
|
2024
Q4 | $797K | Sell |
2,874
-298
| -9% | -$82.6K | 0.01% | 650 |
|
|
2024
Q3 | $803K | Buy |
3,172
+722
| +29% | +$183K | 0.01% | 674 |
|
|
2024
Q2 | $510K | Sell |
2,450
-329
| -12% | -$68.5K | 0.01% | 822 |
|
|
2024
Q1 | $535K | Buy |
2,779
+45
| +2% | +$8.66K | 0.01% | 844 |
|
|
2023
Q4 | $468K | Sell |
2,734
-278
| -9% | -$47.6K | 0.01% | 871 |
|
|
2023
Q3 | $403K | Sell |
3,012
-2,642
| -47% | -$353K | 0.01% | 904 |
|
|
2023
Q2 | $758K | Buy |
5,654
+458
| +9% | +$61.4K | 0.02% | 676 |
|
|
2023
Q1 | $599K | Buy |
5,196
+1,100
| +27% | +$127K | 0.01% | 747 |
|
|
2022
Q4 | $447K | Sell |
4,096
-6,365
| -61% | -$695K | 0.01% | 832 |
|
|
2022
Q3 | $860K | Buy |
10,461
+1,171
| +13% | +$96.3K | 0.02% | 584 |
|
|
2022
Q2 | $870K | Buy |
9,290
+140
| +2% | +$13.1K | 0.02% | 614 |
|
|
2022
Q1 | $1.02M | Sell |
9,150
-150
| -2% | -$16.7K | 0.02% | 612 |
|
|
2021
Q4 | $1.26M | Buy |
9,300
+5,810
| +166% | +$789K | 0.03% | 560 |
|
|
2021
Q3 | $467K | Sell |
3,490
-230
| -6% | -$30.8K | 0.01% | 958 |
|
|
2021
Q2 | $524K | Sell |
3,720
-40
| -1% | -$5.63K | 0.01% | 898 |
|
|
2021
Q1 | $495K | Buy |
3,760
+290
| +8% | +$38.2K | 0.01% | 905 |
|
|
2020
Q4 | $380K | Sell |
3,470
-260
| -7% | -$28.5K | 0.01% | 969 |
|
|
2020
Q3 | $244K | Sell |
3,730
-30
| -0.8% | -$1.96K | 0.01% | 1132 |
|
|
2020
Q2 | $222K | Buy |
+3,760
| New | +$222K | 0.01% | 1183 |
|
|
2020
Q1 | – | Sell |
-3,660
| Closed | -$274K | – | 1306 |
|
|
2019
Q4 | $274K | Buy |
3,660
+30
| +0.8% | +$2.25K | 0.01% | 1162 |
|
|
2019
Q3 | $291K | Sell |
3,630
-280
| -7% | -$22.4K | 0.01% | 1069 |
|
|
2019
Q2 | $346K | Sell |
3,910
-330
| -8% | -$29.2K | 0.01% | 1017 |
|
|
2019
Q1 | $386K | Sell |
4,240
-120
| -3% | -$10.9K | 0.01% | 981 |
|
|
2018
Q4 | $312K | Sell |
4,360
-2,100
| -33% | -$150K | 0.01% | 1057 |
|
|
2018
Q3 | $650K | Sell |
6,460
-360
| -5% | -$36.2K | 0.02% | 787 |
|
|
2018
Q2 | $719K | Sell |
6,820
-1,840
| -21% | -$194K | 0.02% | 741 |
|
|
2018
Q1 | $755K | Sell |
8,660
-880
| -9% | -$76.7K | 0.02% | 706 |
|
|
2017
Q4 | $859K | Buy |
9,540
+10
| +0.1% | +$900 | 0.02% | 693 |
|
|
2017
Q3 | $765K | Buy |
+9,530
| New | +$765K | 0.02% | 726 |
|
|
2016
Q3 | $765K | Buy |
+9,530
| New | +$765K | 0.02% | 726 |
|