Janney Montgomery Scott’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $906K | Sell |
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|
2025
Q2 | $746K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $957K | Buy |
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|
2024
Q3 | $692K | Sell |
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|
2024
Q2 | $608K | Buy |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.07M | Hold |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $761K | Hold |
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|
2022
Q2 | $895K | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.59M | Sell |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $2.67M | Sell |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $1.4M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $742K | Sell |
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|
2019
Q3 | $830K | Sell |
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|
2019
Q2 | $956K | Buy |
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|
2019
Q1 | $905K | Buy |
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|
2018
Q4 | $711K | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.49M | Buy |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.26M | Buy |
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|
2017
Q3 | $1.1M | Buy |
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|
2017
Q2 | $942K | Buy |
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|
2017
Q1 | $678K | Sell |
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|
2016
Q4 | $626K | Sell |
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|
2016
Q3 | $476K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $463K | Buy |
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|
2015
Q4 | $409K | Sell |
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|
2015
Q3 | $384K | Sell |
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|
2015
Q2 | $422K | Sell |
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|
2015
Q1 | $411K | Sell |
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|
2014
Q4 | $420K | Buy |
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|
2014
Q3 | $295K | Hold |
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|
2014
Q2 | $362K | Hold |
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|
2014
Q1 | $347K | Sell |
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|
2013
Q4 | $393K | Hold |
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|
2013
Q3 | $324K | Buy |
|