Farther Finance 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 | $61.3K | Sell |
227
-352
| -61% | -$95K | ﹤0.01% | 2025 |
|
|
2025
Q1 | $116K | Buy |
579
+110
| +23% | +$22.1K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $130K | Buy |
469
+276
| +143% | +$76.5K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $48.9K | Buy |
193
+39
| +25% | +$9.89K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $32.5K | Buy |
154
+11
| +8% | +$2.32K | ﹤0.01% | 1590 |
|
|
2024
Q1 | $27.1K | Buy |
143
+1
| +0.7% | +$189 | ﹤0.01% | 1406 |
|
|
2023
Q4 | $24.3K | Buy |
142
+18
| +15% | +$3.08K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $17.1K | Buy |
124
+21
| +20% | +$2.9K | ﹤0.01% | 1131 |
|
|
2023
Q2 | $12.7K | Hold |
103
| – | – | ﹤0.01% | 1123 |
|
|
2023
Q1 | $11.9K | Hold |
103
| – | – | ﹤0.01% | 1055 |
|
|
2022
Q4 | $11.2K | Buy |
+103
| New | +$11.2K | ﹤0.01% | 909 |
|