Dana Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
7,824
-457
| -6% | -$123K | 0.07% | 275 |
|
|
2025
Q1 | $1.65M | Buy |
8,281
+1,144
| +16% | +$228K | 0.06% | 304 |
|
|
2024
Q4 | $1.98M | Sell |
7,137
-1,061
| -13% | -$294K | 0.07% | 296 |
|
|
2024
Q3 | $2.08M | Sell |
8,198
-29
| -0.4% | -$7.35K | 0.07% | 289 |
|
|
2024
Q2 | $1.71M | Buy |
8,227
+17
| +0.2% | +$3.54K | 0.06% | 309 |
|
|
2024
Q1 | $1.58M | Sell |
8,210
-1,023
| -11% | -$197K | 0.05% | 322 |
|
|
2023
Q4 | $1.58M | Sell |
9,233
-263
| -3% | -$45K | 0.08% | 187 |
|
|
2023
Q3 | $1.31M | Sell |
9,496
-4,590
| -33% | -$633K | 0.07% | 202 |
|
|
2023
Q2 | $1.74M | Sell |
14,086
-289
| -2% | -$35.7K | 0.09% | 165 |
|
|
2023
Q1 | $1.66M | Sell |
14,375
-1,739
| -11% | -$201K | 0.08% | 168 |
|
|
2022
Q4 | $1.76M | Buy |
16,114
+1,657
| +11% | +$181K | 0.09% | 143 |
|
|
2022
Q3 | $1.19M | Buy |
14,457
+298
| +2% | +$24.5K | 0.07% | 194 |
|
|
2022
Q2 | $1.33M | Buy |
14,159
+9,263
| +189% | +$867K | 0.07% | 192 |
|
|
2022
Q1 | $545K | Buy |
+4,896
| New | +$545K | 0.03% | 263 |
|