Eagle Rock Investment Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Hold |
9,268
| – | – | 0.4% | 67 |
|
|
2025
Q1 | $1.85M | Buy |
9,268
+5
| +0.1% | +$999 | 0.32% | 77 |
|
|
2024
Q4 | $2.57M | Hold |
9,263
| – | – | 0.43% | 64 |
|
|
2024
Q3 | $2.35M | Hold |
9,263
| – | – | 0.39% | 65 |
|
|
2024
Q2 | $1.93M | Sell |
9,263
-6
| -0.1% | -$1.25K | 0.35% | 68 |
|
|
2024
Q1 | $1.79M | Hold |
9,269
| – | – | 0.33% | 78 |
|
|
2023
Q4 | $1.59M | Buy |
9,269
+6
| +0.1% | +$1.03K | 0.32% | 78 |
|
|
2023
Q3 | $1.28M | Buy |
+9,263
| New | +$1.28M | 0.29% | 74 |
|