FORA Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,037
| Closed | -$806K | – | 565 |
|
|
2025
Q1 | $806K | Buy |
+4,037
| New | +$806K | 0.08% | 267 |
|
|
2023
Q3 | – | Sell |
-2,043
| Closed | -$252K | – | 501 |
|
|
2023
Q2 | $252K | Sell |
2,043
-1,665
| -45% | -$206K | 0.04% | 297 |
|
|
2023
Q1 | $428K | Buy |
+3,708
| New | +$428K | 0.04% | 381 |
|
|
2021
Q2 | – | Sell |
-2,889
| Closed | -$381K | – | 953 |
|
|
2021
Q1 | $381K | Buy |
2,889
+1,666
| +136% | +$220K | 0.13% | 190 |
|
|
2020
Q4 | $134K | Buy |
+1,223
| New | +$134K | 0.02% | 592 |
|
|
2020
Q3 | – | Sell |
-1,292
| Closed | -$76K | – | 747 |
|
|
2020
Q2 | $76K | Buy |
+1,292
| New | +$76K | 0.03% | 560 |
|