First Bank & Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
1,549
+9
| +0.6% | +$2.43K | 0.07% | 158 |
|
|
2025
Q1 | $308K | Sell |
1,540
-3
| -0.2% | -$599 | 0.06% | 173 |
|
|
2024
Q4 | $428K | Sell |
1,543
-6
| -0.4% | -$1.66K | 0.08% | 152 |
|
|
2024
Q3 | $392K | Hold |
1,549
| – | – | 0.07% | 153 |
|
|
2024
Q2 | $323K | Sell |
1,549
-42
| -3% | -$8.75K | 0.07% | 162 |
|
|
2024
Q1 | $306K | Buy |
1,591
+63
| +4% | +$12.1K | 0.06% | 169 |
|
|
2023
Q4 | $261K | Buy |
1,528
+35
| +2% | +$5.99K | 0.06% | 158 |
|
|
2023
Q3 | $206K | Buy |
+1,493
| New | +$206K | 0.05% | 181 |
|
|
2023
Q2 | – | Sell |
-1,787
| Closed | -$206K | – | 202 |
|
|
2023
Q1 | $206K | Buy |
+1,787
| New | +$206K | 0.05% | 183 |
|
|
2022
Q3 | – | Sell |
-1,466
| Closed | -$138K | – | 279 |
|
|
2022
Q2 | $138K | Buy |
1,466
+128
| +10% | +$12K | 0.04% | 211 |
|
|
2022
Q1 | $149K | Buy |
1,338
+147
| +12% | +$16.4K | 0.05% | 223 |
|
|
2021
Q4 | $161K | Buy |
1,191
+747
| +168% | +$101K | 0.07% | 206 |
|
|
2021
Q3 | $59K | Hold |
444
| – | – | 0.03% | 262 |
|
|
2021
Q2 | $62K | Buy |
444
+373
| +525% | +$52.1K | 0.03% | 260 |
|
|
2021
Q1 | $9K | Hold |
71
| – | – | ﹤0.01% | 340 |
|
|
2020
Q4 | $8K | Hold |
71
| – | – | 0.01% | 331 |
|
|
2020
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $4K | Sell |
71
-40
| -36% | -$2.25K | ﹤0.01% | 340 |
|
|
2020
Q1 | $5K | Sell |
111
-106
| -49% | -$4.78K | ﹤0.01% | 332 |
|
|
2019
Q4 | $16K | Hold |
217
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $17K | Hold |
217
| – | – | 0.01% | 267 |
|
|
2019
Q2 | $19K | Sell |
217
-54
| -20% | -$4.73K | 0.02% | 255 |
|
|
2019
Q1 | $25K | Sell |
271
-1,537
| -85% | -$142K | 0.02% | 226 |
|
|
2018
Q4 | $129K | Sell |
1,808
-1,204
| -40% | -$85.9K | 0.11% | 160 |
|
|
2018
Q3 | $320K | Sell |
3,012
-79
| -3% | -$8.39K | 0.24% | 109 |
|
|
2018
Q2 | $326K | Buy |
3,091
+375
| +14% | +$39.6K | 0.25% | 106 |
|
|
2018
Q1 | $237K | Sell |
2,716
-19
| -0.7% | -$1.66K | 0.19% | 123 |
|
|
2017
Q4 | $246K | Sell |
2,735
-56
| -2% | -$5.04K | 0.19% | 117 |
|
|
2017
Q3 | $224K | Sell |
2,791
-188
| -6% | -$15.1K | 0.18% | 122 |
|
|
2017
Q2 | $210K | Buy |
2,979
+218
| +8% | +$15.4K | 0.18% | 126 |
|
|
2017
Q1 | $215K | Sell |
2,761
-142
| -5% | -$11.1K | 0.19% | 124 |
|
|
2016
Q4 | $200K | Buy |
+2,903
| New | +$200K | 0.18% | 131 |
|