HSBC Holdings’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
6,028
-4,751
| -44% | -$1.29M | ﹤0.01% | 1203 |
|
|
2025
Q1 | $2.11M | Buy |
10,779
+5,119
| +90% | +$1M | ﹤0.01% | 1102 |
|
|
2024
Q4 | $1.58M | Sell |
5,660
-1,609
| -22% | -$448K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $1.84M | Sell |
7,269
-3,184
| -30% | -$805K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $2.16M | Sell |
10,453
-5,373
| -34% | -$1.11M | ﹤0.01% | 1123 |
|
|
2024
Q1 | $3.05M | Buy |
15,826
+9,962
| +170% | +$1.92M | ﹤0.01% | 1046 |
|
|
2023
Q4 | $1.01M | Buy |
5,864
+2,630
| +81% | +$451K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $446K | Sell |
3,234
-4,265
| -57% | -$588K | ﹤0.01% | 1566 |
|
|
2023
Q2 | $931K | Sell |
7,499
-1,339
| -15% | -$166K | ﹤0.01% | 1374 |
|
|
2023
Q1 | $1.02M | Buy |
8,838
+5,701
| +182% | +$656K | ﹤0.01% | 1391 |
|
|
2022
Q4 | $342K | Buy |
3,137
+674
| +27% | +$73.5K | ﹤0.01% | 2016 |
|
|
2022
Q3 | $202K | Sell |
2,463
-13,651
| -85% | -$1.12M | ﹤0.01% | 2191 |
|
|
2022
Q2 | $1.51M | Buy |
16,114
+3,261
| +25% | +$306K | ﹤0.01% | 1431 |
|
|
2022
Q1 | $1.45M | Buy |
12,853
+1,261
| +11% | +$142K | ﹤0.01% | 1464 |
|
|
2021
Q4 | $1.58M | Sell |
11,592
-182
| -2% | -$24.8K | ﹤0.01% | 1422 |
|
|
2021
Q3 | $1.58M | Sell |
11,774
-2,978
| -20% | -$399K | ﹤0.01% | 1289 |
|
|
2021
Q2 | $2.06M | Sell |
14,752
-51,950
| -78% | -$7.27M | ﹤0.01% | 1138 |
|
|
2021
Q1 | $8.77M | Buy |
66,702
+34,491
| +107% | +$4.53M | 0.01% | 724 |
|
|
2020
Q4 | $3.54M | Buy |
32,211
+18,081
| +128% | +$1.99M | ﹤0.01% | 895 |
|
|
2020
Q3 | $923K | Sell |
14,130
-11,838
| -46% | -$773K | ﹤0.01% | 1223 |
|
|
2020
Q2 | $1.53M | Buy |
25,968
+11,397
| +78% | +$671K | ﹤0.01% | 986 |
|
|
2020
Q1 | $670K | Sell |
14,571
-940
| -6% | -$43.2K | ﹤0.01% | 1263 |
|
|
2019
Q4 | $1.15M | Sell |
15,511
-6,908
| -31% | -$514K | ﹤0.01% | 1288 |
|
|
2019
Q3 | $1.8M | Buy |
22,419
+17,050
| +318% | +$1.37M | ﹤0.01% | 1150 |
|
|
2019
Q2 | $475K | Sell |
5,369
-11,621
| -68% | -$1.03M | ﹤0.01% | 1546 |
|
|
2019
Q1 | $1.55M | Buy |
16,990
+811
| +5% | +$73.8K | ﹤0.01% | 1181 |
|
|
2018
Q4 | $1.16M | Buy |
16,179
+11,240
| +228% | +$802K | ﹤0.01% | 1216 |
|
|
2018
Q3 | $496K | Sell |
4,939
-2,444
| -33% | -$245K | ﹤0.01% | 1489 |
|
|
2018
Q2 | $777K | Sell |
7,383
-35,301
| -83% | -$3.72M | ﹤0.01% | 1380 |
|
|
2018
Q1 | $3.72M | Sell |
42,684
-28,941
| -40% | -$2.52M | 0.01% | 885 |
|
|
2017
Q4 | $6.45M | Buy |
71,625
+67,498
| +1,636% | +$6.08M | 0.01% | 772 |
|
|
2017
Q3 | $331K | Sell |
4,127
-30,139
| -88% | -$2.42M | ﹤0.01% | 1430 |
|
|
2017
Q2 | $2.42M | Buy |
34,266
+573
| +2% | +$40.4K | ﹤0.01% | 892 |
|
|
2017
Q1 | $2.69M | Sell |
33,693
-7,395
| -18% | -$590K | 0.01% | 872 |
|
|
2016
Q4 | $2.82M | Sell |
41,088
-5,235
| -11% | -$360K | 0.01% | 828 |
|
|
2016
Q3 | $2.39M | Buy |
46,323
+2,400
| +5% | +$124K | 0.01% | 858 |
|
|
2016
Q2 | $1.94M | Buy |
+43,923
| New | +$1.94M | 0.01% | 894 |
|