Guggenheim Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
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|
2025
Q1 | $3.9M | Sell |
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|
2024
Q4 | $7.68M | Buy |
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|
2024
Q3 | $6.75M | Buy |
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|
2024
Q2 | $4.75M | Buy |
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|
2024
Q1 | $4.28M | Buy |
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|
2023
Q4 | $3.2M | Sell |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $3.83M | Sell |
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|
2023
Q1 | $4.15M | Sell |
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|
2022
Q4 | $4.33M | Sell |
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|
2022
Q3 | $3.39M | Sell |
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|
2022
Q2 | $4.03M | Sell |
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|
2022
Q1 | $6.05M | Sell |
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|
2021
Q4 | $7.71M | Buy |
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|
2021
Q3 | $5.8M | Buy |
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|
2021
Q2 | $4.04M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $442K | Sell |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $842K | Buy |
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|
2020
Q1 | $610K | Sell |
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|
2019
Q4 | $2.05M | Sell |
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|
2019
Q3 | $2.39M | Sell |
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|
2019
Q2 | $2.73M | Sell |
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|
2019
Q1 | $2.95M | Sell |
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|
2018
Q4 | $4.13M | Sell |
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|
2018
Q3 | $8.15M | Buy |
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|
2018
Q2 | $7.77M | Sell |
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|
2018
Q1 | $13.3M | Buy |
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|
2017
Q4 | $7.55M | Buy |
|
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|
2017
Q3 | $6.26M | Sell |
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|
2017
Q2 | $8.29M | Buy |
|
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|
2017
Q1 | $6.64M | Buy |
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|
2016
Q4 | $4.69M | Sell |
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|
2016
Q3 | $4.28M | Buy |
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|
2016
Q2 | $3.58M | Sell |
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|
2016
Q1 | $4.25M | Sell |
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|
2015
Q4 | $4.85M | Buy |
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|
2015
Q3 | $1.78M | Buy |
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|
2015
Q2 | $1.61M | Sell |
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|
2015
Q1 | $2.72M | Buy |
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|
2014
Q4 | $1.31M | Sell |
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|
2014
Q3 | $1.82M | Sell |
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|
2014
Q2 | $4.62M | Buy |
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|
2014
Q1 | $1.98M | Sell |
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|
2013
Q4 | $2.34M | Buy |
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|
2013
Q3 | $752K | Sell |
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|
2013
Q2 | $711K | Buy |
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