HighTower 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
$1.71M Sell
6,338
-630
-9% -$170K ﹤0.01% 1653
2025
Q1
$1.39M Buy
6,968
+111
+2% +$22.2K ﹤0.01% 1740
2024
Q4
$1.9M Buy
6,857
+1,480
+28% +$410K ﹤0.01% 1543
2024
Q3
$1.37M Buy
5,377
+547
+11% +$140K ﹤0.01% 1731
2024
Q2
$1.01M Sell
4,830
-592
-11% -$124K ﹤0.01% 1853
2024
Q1
$1.05M Buy
5,422
+76
+1% +$14.7K ﹤0.01% 1770
2023
Q4
$918K Buy
5,346
+701
+15% +$120K ﹤0.01% 1875
2023
Q3
$641K Buy
4,645
+712
+18% +$98.3K ﹤0.01% 2048
2023
Q2
$480K Buy
3,933
+1,788
+83% +$218K ﹤0.01% 2225
2023
Q1
$251K Buy
+2,145
New +$251K ﹤0.01% 2562