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 |
|