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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | $46.3K | Buy |
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|
2024
Q3 | $41.1K | Sell |
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|
2024
Q2 | $34K | Buy |
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|
2024
Q1 | $3.12K | Sell |
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|
2023
Q4 | $16.5K | Buy |
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|
2023
Q3 | $1.66K | Sell |
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|
2023
Q2 | $3.71K | Sell |
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|
2023
Q1 | $4.32K | Sell |
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|
2022
Q4 | $68K | Sell |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $92K | Sell |
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|
2021
Q4 | $2.79M | Sell |
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|
2021
Q3 | $2.77M | Sell |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $85K | Sell |
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|
2019
Q3 | $99K | Buy |
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|
2019
Q1 | $43K | Sell |
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|
2018
Q4 | $809K | Buy |
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|
2018
Q3 | $1.15M | Sell |
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|
2018
Q2 | $1.21M | Buy |
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|
2018
Q1 | $983K | Hold |
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|
2017
Q4 | $983K | Buy |
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|
2017
Q3 | $874K | Sell |
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|
2017
Q2 | $769K | Buy |
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|
2017
Q1 | $608K | Buy |
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|
2016
Q4 | $21K | Sell |
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|
2016
Q3 | $22K | Sell |
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|
2016
Q2 | $38K | Buy |
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|
2016
Q1 | $43K | Sell |
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|
2015
Q4 | $98K | Buy |
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