Inspire Investing’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
4,402
-778
| -15% | -$210K | 0.13% | 179 |
|
|
2025
Q1 | $1.03M | Buy |
5,180
+923
| +22% | +$184K | 0.12% | 184 |
|
|
2024
Q4 | $1.18M | Sell |
4,257
-351
| -8% | -$97.3K | 0.13% | 174 |
|
|
2024
Q3 | $1.17M | Buy |
4,608
+1,642
| +55% | +$416K | 0.12% | 187 |
|
|
2024
Q2 | $618K | Sell |
2,966
-1,198
| -29% | -$250K | 0.07% | 284 |
|
|
2024
Q1 | $802K | Buy |
4,164
+1,923
| +86% | +$370K | 0.08% | 268 |
|
|
2023
Q4 | $383K | Buy |
2,241
+16
| +0.7% | +$2.74K | 0.04% | 611 |
|
|
2023
Q3 | $307K | Sell |
2,225
-300
| -12% | -$41.4K | 0.04% | 570 |
|
|
2023
Q2 | $312K | Buy |
2,525
+161
| +7% | +$19.9K | 0.04% | 749 |
|
|
2023
Q1 | $273K | Buy |
2,364
+214
| +10% | +$24.7K | 0.03% | 631 |
|
|
2022
Q4 | $235K | Sell |
2,150
-370
| -15% | -$40.4K | 0.03% | 698 |
|
|
2022
Q3 | $207K | Buy |
2,520
+256
| +11% | +$21K | 0.03% | 464 |
|
|
2022
Q2 | $212K | Sell |
2,264
-5,769
| -72% | -$540K | 0.03% | 510 |
|
|
2022
Q1 | $894K | Buy |
8,033
+844
| +12% | +$93.9K | 0.1% | 179 |
|
|
2021
Q4 | $977K | Sell |
7,189
-2,807
| -28% | -$381K | 0.11% | 166 |
|
|
2021
Q3 | $1.34M | Sell |
9,996
-2,232
| -18% | -$298K | 0.17% | 150 |
|
|
2021
Q2 | $1.72M | Buy |
12,228
+7,236
| +145% | +$1.02M | 0.23% | 95 |
|
|
2021
Q1 | $658K | Buy |
+4,992
| New | +$658K | 0.1% | 202 |
|