Ingalls & Snyder LLC’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+789
| New | +$213K | 0.01% | 406 |
|
|
2025
Q1 | – | Sell |
-797
| Closed | -$221K | – | 436 |
|
|
2024
Q4 | $221K | Sell |
797
-175
| -18% | -$48.5K | 0.01% | 378 |
|
|
2024
Q3 | $246K | Buy |
+972
| New | +$246K | 0.01% | 375 |
|
|
2024
Q1 | – | Sell |
-1,339
| Closed | -$229K | – | 428 |
|
|
2023
Q4 | $229K | Buy |
+1,339
| New | +$229K | 0.01% | 371 |
|
|
2022
Q2 | – | Sell |
-1,957
| Closed | -$218K | – | 428 |
|
|
2022
Q1 | $218K | Buy |
1,957
+12
| +0.6% | +$1.34K | 0.01% | 404 |
|
|
2021
Q4 | $264K | Sell |
1,945
-2
| -0.1% | -$271 | 0.01% | 380 |
|
|
2021
Q3 | $260K | Sell |
1,947
-97
| -5% | -$13K | 0.01% | 373 |
|
|
2021
Q2 | $288K | Sell |
2,044
-119
| -6% | -$16.8K | 0.01% | 375 |
|
|
2021
Q1 | $285K | Buy |
2,163
+96
| +5% | +$12.6K | 0.01% | 356 |
|
|
2020
Q4 | $227K | Buy |
+2,067
| New | +$227K | 0.01% | 374 |
|