HRT Financial’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 |
-19,023
| Closed | -$3.8M | – | 2567 |
|
2025
Q1 | $3.8M | Buy |
+19,023
| New | +$3.8M | 0.02% | 455 |
|
2023
Q2 | – | Sell |
-36,398
| Closed | -$4.2M | – | 2474 |
|
2023
Q1 | $4.2M | Buy |
+36,398
| New | +$4.2M | 0.05% | 287 |
|
2021
Q4 | – | Sell |
-37,328
| Closed | -$4.99M | – | 3108 |
|
2021
Q3 | $4.99M | Buy |
37,328
+14,075
| +61% | +$1.88M | 0.03% | 295 |
|
2021
Q2 | $3.27M | Buy |
+23,253
| New | +$3.27M | 0.03% | 400 |
|
2019
Q4 | – | Sell |
-13,421
| Closed | -$1.08M | – | 1233 |
|
2019
Q3 | $1.08M | Buy |
13,421
+7,864
| +142% | +$630K | 0.05% | 272 |
|
2019
Q2 | $492K | Buy |
+5,557
| New | +$492K | 0.03% | 397 |
|