Flagship Harbor 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 | $578K | Buy |
2,142
+365
| +21% | +$98.5K | 0.03% | 439 |
|
|
2025
Q1 | $355K | Sell |
1,777
-41
| -2% | -$8.19K | 0.02% | 522 |
|
|
2024
Q4 | $504K | Sell |
1,818
-255
| -12% | -$70.7K | 0.03% | 424 |
|
|
2024
Q3 | $525K | Buy |
+2,073
| New | +$525K | 0.03% | 399 |
|
|
2024
Q1 | $414K | Sell |
2,149
-8
| -0.4% | -$1.54K | 0.03% | 433 |
|
|
2023
Q4 | $369K | Sell |
2,157
-326
| -13% | -$55.8K | 0.03% | 437 |
|
|
2023
Q3 | $342K | Sell |
2,483
-105
| -4% | -$14.5K | 0.03% | 434 |
|
|
2023
Q2 | $320K | Sell |
2,588
-124
| -5% | -$15.3K | 0.03% | 458 |
|
|
2023
Q1 | $313K | Sell |
2,712
-40
| -1% | -$4.62K | 0.03% | 467 |
|
|
2022
Q4 | $300K | Sell |
2,752
-574
| -17% | -$62.6K | 0.03% | 459 |
|
|
2022
Q3 | $274K | Hold |
3,326
| – | – | 0.03% | 461 |
|
|
2022
Q2 | $311K | Sell |
3,326
-435
| -12% | -$40.7K | 0.03% | 445 |
|
|
2022
Q1 | $419K | Buy |
3,761
+237
| +7% | +$26.4K | 0.04% | 393 |
|
|
2021
Q4 | $479K | Sell |
3,524
-620
| -15% | -$84.3K | 0.05% | 374 |
|
|
2021
Q3 | $583K | Hold |
4,144
| – | – | 0.06% | 312 |
|
|
2021
Q2 | $583K | Sell |
4,144
-145
| -3% | -$20.4K | 0.06% | 313 |
|
|
2021
Q1 | $565K | Buy |
+4,289
| New | +$565K | 0.06% | 315 |
|
|
2020
Q4 | – | Sell |
-1,154
| Closed | -$75K | – | 885 |
|
|
2020
Q3 | $75K | Sell |
1,154
-340
| -23% | -$22.1K | 0.01% | 738 |
|
|
2020
Q2 | $88K | Buy |
+1,494
| New | +$88K | 0.01% | 684 |
|
|
2019
Q4 | – | Sell |
-42
| Closed | -$3K | – | 1883 |
|
|
2019
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1586 |
|
|
2019
Q2 | $3K | Buy |
42
+1
| +2% | +$71 | ﹤0.01% | 1596 |
|
|
2019
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 1597 |
|
|
2018
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 1616 |
|
|
2018
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 1743 |
|
|
2018
Q2 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 1689 |
|