IFP Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $136K | Buy |
454
+225
| +98% | +$73.7K | ﹤0.01% | 1632 |
|
|
2025
Q4 | $77.9K | Sell |
229
-224
| -49% | -$72K | ﹤0.01% | 1948 |
|
|
2025
Q3 | $153K | Sell |
453
-371
| -45% | -$116K | ﹤0.01% | 1429 |
|
|
2025
Q2 | $223K | Sell |
824
-42
| -5% | -$9.24K | 0.01% | 1219 |
|
|
2025
Q1 | $173K | Buy |
866
+699
| +419% | +$174K | 0.01% | 1242 |
|
|
2024
Q4 | $46.3K | Buy |
167
+5
| +3% | +$1.42K | ﹤0.01% | 1866 |
|
|
2024
Q3 | $41.1K | Sell |
162
-1
| -0.6% | -$238 | ﹤0.01% | 1822 |
|
|
2024
Q2 | $34K | Buy |
163
+147
| +919% | +$28.6K | ﹤0.01% | 1834 |
|
|
2024
Q1 | $3.12K | Sell |
16
-80
| -83% | -$14.5K | ﹤0.01% | 2588 |
|
|
2023
Q4 | $16.5K | Buy |
96
+84
| +700% | +$12.2K | ﹤0.01% | 1991 |
|
|
2023
Q3 | $1.66K | Sell |
12
-18
| -60% | -$2.44K | ﹤0.01% | 2885 |
|
|
2023
Q2 | $3.71K | Sell |
30
-11
| -27% | -$1.26K | ﹤0.01% | 2648 |
|
|
2023
Q1 | $4.32K | Sell |
41
-456
| -92% | -$56.7K | ﹤0.01% | 2627 |
|
|
2022
Q4 | $68K | Sell |
497
-225
| -31% | -$23.5K | ﹤0.01% | 2013 |
|
|
2022
Q3 | $92K | Sell |
722
-1
| -0.1% | -$95 | ﹤0.01% | 1908 |
|
|
2022
Q2 | $92K | Hold |
723
| – | – | ﹤0.01% | 1737 |
|
|
2022
Q1 | $92K | Sell |
723
-19,824
| -96% | -$2.44M | ﹤0.01% | 1737 |
|
|
2021
Q4 | $2.79M | Sell |
20,547
-248
| -1% | -$36.2K | 0.05% | 199 |
|
|
2021
Q3 | $2.77M | Sell |
20,795
-274
| -1% | -$37.2K | 0.06% | 199 |
|
|
2021
Q2 | $2.97M | Buy |
21,069
+20,979
| +23,310% | +$2.93M | 0.06% | 179 |
|
|
2021
Q1 | $12K | Buy |
90
+78
| +650% | +$9.53K | ﹤0.01% | 2055 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 2749 |
|
|
2020
Q3 | $1K | Sell |
12
-350
| -97% | -$21.2K | ﹤0.01% | 2624 |
|
|
2020
Q2 | $21K | Sell |
362
-142
| -28% | -$7.72K | ﹤0.01% | 1547 |
|
|
2020
Q1 | $24K | Sell |
504
-605
| -55% | -$40.5K | ﹤0.01% | 1413 |
|
|
2019
Q4 | $85K | Sell |
1,109
-141
| -11% | -$10.7K | 0.01% | 1021 |
|
|
2019
Q3 | $99K | Buy |
+1,250
| New | +$104K | 0.01% | 1064 |
|
|
2019
Q1 | $43K | Sell |
466
-10,974
| -96% | -$964K | 0.01% | 1026 |
|
|
2018
Q4 | $809K | Buy |
11,440
+12
| +0.1% | +$985 | 0.05% | 399 |
|
|
2018
Q3 | $1.15M | Sell |
11,428
-15
| -0.1% | -$1.62K | 0.05% | 395 |
|
|
2018
Q2 | $1.21M | Buy |
11,443
+523
| +5% | +$53.9K | 0.05% | 365 |
|
|
2018
Q1 | $983K | Hold |
10,920
| – | – | 0.04% | 398 |
|
|
2017
Q4 | $983K | Buy |
10,920
+26
| +0.2% | +$2.17K | 0.04% | 398 |
|
|
2017
Q3 | $874K | Sell |
10,894
-12
| -0.1% | -$902 | 0.03% | 478 |
|
|
2017
Q2 | $769K | Buy |
10,906
+3,101
| +40% | +$226K | 0.03% | 512 |
|
|
2017
Q1 | $608K | Buy |
7,805
+7,501
| +2,467% | +$582K | 0.03% | 589 |
|
|
2016
Q4 | $21K | Sell |
304
-119
| -28% | -$7.32K | ﹤0.01% | 2419 |
|
|
2016
Q3 | $22K | Sell |
423
-442
| -51% | -$22.2K | ﹤0.01% | 2334 |
|
|
2016
Q2 | $38K | Buy |
865
+399
| +86% | +$19.9K | ﹤0.01% | 1935 |
|
|
2016
Q1 | $43K | Sell |
466
-1,342
| -74% | -$64.1K | 0.01% | 1026 |
|
|
2015
Q4 | $98K | Buy |
+1,808
| New | +$97.6K | 0.01% | 1187 |
|
Other funds holding EVR
VPM
VCM
