IFP 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 | $223K | Sell |
824
-42
| -5% | -$11.4K | 0.01% | 1219 |
|
|
2025
Q1 | $173K | Buy |
866
+699
| +419% | +$140K | 0.01% | 1242 |
|
|
2024
Q4 | $46.3K | Buy |
167
+5
| +3% | +$1.39K | ﹤0.01% | 1866 |
|
|
2024
Q3 | $41.1K | Sell |
162
-1
| -0.6% | -$253 | ﹤0.01% | 1822 |
|
|
2024
Q2 | $34K | Buy |
163
+147
| +919% | +$30.6K | ﹤0.01% | 1834 |
|
|
2024
Q1 | $3.12K | Sell |
16
-80
| -83% | -$15.6K | ﹤0.01% | 2588 |
|
|
2023
Q4 | $16.5K | Buy |
96
+84
| +700% | +$14.5K | ﹤0.01% | 1991 |
|
|
2023
Q3 | $1.66K | Sell |
12
-18
| -60% | -$2.48K | ﹤0.01% | 2885 |
|
|
2023
Q2 | $3.71K | Sell |
30
-11
| -27% | -$1.36K | ﹤0.01% | 2648 |
|
|
2023
Q1 | $4.32K | Sell |
41
-456
| -92% | -$48.1K | ﹤0.01% | 2627 |
|
|
2022
Q4 | $68K | Sell |
497
-225
| -31% | -$30.8K | ﹤0.01% | 2013 |
|
|
2022
Q3 | $92K | Sell |
722
-1
| -0.1% | -$127 | ﹤0.01% | 1909 |
|
|
2022
Q2 | $92K | Hold |
723
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q1 | $92K | Sell |
723
-19,824
| -96% | -$2.52M | ﹤0.01% | 1738 |
|
|
2021
Q4 | $2.79M | Sell |
20,547
-248
| -1% | -$33.6K | 0.05% | 197 |
|
|
2021
Q3 | $2.78M | Sell |
20,795
-274
| -1% | -$36.6K | 0.06% | 191 |
|
|
2021
Q2 | $2.97M | Buy |
21,069
+20,979
| +23,310% | +$2.96M | 0.06% | 179 |
|
|
2021
Q1 | $12K | Buy |
90
+78
| +650% | +$10.4K | ﹤0.01% | 2043 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 2721 |
|
|
2020
Q3 | $1K | Sell |
12
-350
| -97% | -$29.2K | ﹤0.01% | 2597 |
|
|
2020
Q2 | $21K | Sell |
362
-142
| -28% | -$8.24K | ﹤0.01% | 1544 |
|
|
2020
Q1 | $24K | Sell |
504
-605
| -55% | -$28.8K | ﹤0.01% | 1407 |
|
|
2019
Q4 | $85K | Sell |
1,109
-141
| -11% | -$10.8K | 0.01% | 1021 |
|
|
2019
Q3 | $99K | Buy |
+1,250
| New | +$99K | 0.01% | 1064 |
|
|
2019
Q1 | $43K | Sell |
466
-10,974
| -96% | -$1.01M | 0.01% | 1026 |
|
|
2018
Q4 | $809K | Buy |
11,440
+12
| +0.1% | +$849 | 0.05% | 399 |
|
|
2018
Q3 | $1.15M | Sell |
11,428
-15
| -0.1% | -$1.51K | 0.05% | 395 |
|
|
2018
Q2 | $1.21M | Buy |
11,443
+523
| +5% | +$55.2K | 0.05% | 364 |
|
|
2018
Q1 | $983K | Hold |
10,920
| – | – | 0.04% | 398 |
|
|
2017
Q4 | $983K | Buy |
10,920
+26
| +0.2% | +$2.34K | 0.04% | 397 |
|
|
2017
Q3 | $874K | Sell |
10,894
-12
| -0.1% | -$963 | 0.03% | 477 |
|
|
2017
Q2 | $769K | Buy |
10,906
+3,101
| +40% | +$219K | 0.03% | 512 |
|
|
2017
Q1 | $608K | Buy |
7,805
+7,501
| +2,467% | +$584K | 0.03% | 588 |
|
|
2016
Q4 | $21K | Sell |
304
-119
| -28% | -$8.22K | ﹤0.01% | 2401 |
|
|
2016
Q3 | $22K | Sell |
423
-442
| -51% | -$23K | ﹤0.01% | 2320 |
|
|
2016
Q2 | $38K | Buy |
865
+399
| +86% | +$17.5K | ﹤0.01% | 1927 |
|
|
2016
Q1 | $43K | Sell |
466
-1,342
| -74% | -$124K | 0.01% | 1026 |
|
|
2015
Q4 | $98K | Buy |
+1,808
| New | +$98K | 0.01% | 1182 |
|