Greenleaf 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 | $466K | Sell |
1,727
-54
| -3% | -$14.6K | ﹤0.01% | 504 |
|
|
2025
Q1 | $356K | Sell |
1,781
-4
| -0.2% | -$799 | ﹤0.01% | 592 |
|
|
2024
Q4 | $495K | Sell |
1,785
-9
| -0.5% | -$2.5K | ﹤0.01% | 505 |
|
|
2024
Q3 | $454K | Hold |
1,794
| – | – | ﹤0.01% | 538 |
|
|
2024
Q2 | $374K | Sell |
1,794
-1
| -0.1% | -$208 | ﹤0.01% | 548 |
|
|
2024
Q1 | $346K | Sell |
1,795
-39
| -2% | -$7.51K | ﹤0.01% | 568 |
|
|
2023
Q4 | $314K | Buy |
1,834
+50
| +3% | +$8.55K | ﹤0.01% | 583 |
|
|
2023
Q3 | $246K | Buy |
1,784
+1
| +0.1% | +$138 | ﹤0.01% | 645 |
|
|
2023
Q2 | $220K | Buy |
1,783
+16
| +0.9% | +$1.98K | ﹤0.01% | 696 |
|
|
2023
Q1 | $204K | Buy |
+1,767
| New | +$204K | ﹤0.01% | 730 |
|