Cullen/Frost Bankers’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Buy |
+226
| New | +$61K | ﹤0.01% | 721 |
|
|
2024
Q4 | – | Sell |
-11
| Closed | -$2.79K | – | 1376 |
|
|
2024
Q3 | $2.79K | Hold |
11
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q2 | $2.29K | Buy |
+11
| New | +$2.29K | ﹤0.01% | 1086 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$115K | – | 1175 |
|
|
2023
Q1 | $115K | Hold |
1,000
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $109K | Hold |
1,000
| – | – | ﹤0.01% | 581 |
|
|
2022
Q3 | $82K | Hold |
1,000
| – | – | ﹤0.01% | 623 |
|
|
2022
Q2 | $94K | Sell |
1,000
-5
| -0.5% | -$470 | ﹤0.01% | 616 |
|
|
2022
Q1 | $112K | Hold |
1,005
| – | – | ﹤0.01% | 612 |
|
|
2021
Q4 | $137K | Buy |
1,005
+5
| +0.5% | +$682 | ﹤0.01% | 588 |
|
|
2021
Q3 | $134K | Hold |
1,000
| – | – | ﹤0.01% | 582 |
|
|
2021
Q2 | $141K | Hold |
1,000
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $132K | Hold |
1,000
| – | – | ﹤0.01% | 578 |
|
|
2020
Q4 | $110K | Hold |
1,000
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $65K | Hold |
1,000
| – | – | ﹤0.01% | 623 |
|
|
2020
Q2 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 629 |
|
|
2020
Q1 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 522 |
|
|
2019
Q4 | $75K | Buy |
+1,000
| New | +$75K | ﹤0.01% | 534 |
|