Janney Montgomery Scott’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Sell |
2,761
-2,352
| -46% | -$635K | ﹤0.01% | 1775 |
|
|
2025
Q1 | $1.02M | Buy |
5,113
+1,660
| +48% | +$331K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $957K | Buy |
3,453
+723
| +26% | +$200K | ﹤0.01% | 1561 |
|
|
2024
Q3 | $692K | Sell |
2,730
-189
| -6% | -$47.9K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $608K | Buy |
2,919
+179
| +7% | +$37.3K | ﹤0.01% | 1737 |
|
|
2024
Q1 | $528K | Buy |
2,740
+1,410
| +106% | +$272K | ﹤0.01% | 1957 |
|
|
2023
Q4 | $227K | Sell |
1,330
-9,425
| -88% | -$1.61M | ﹤0.01% | 2393 |
|
|
2023
Q3 | $1.48M | Buy |
10,755
+5
| +0% | +$689 | 0.01% | 1140 |
|
|
2023
Q2 | $1.33M | Buy |
10,750
+1,500
| +16% | +$185K | ﹤0.01% | 1260 |
|
|
2023
Q1 | $1.07M | Hold |
9,250
| – | – | ﹤0.01% | 1279 |
|
|
2022
Q4 | $1.01M | Hold |
9,250
| – | – | ﹤0.01% | 1373 |
|
|
2022
Q3 | $761K | Hold |
9,250
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q2 | $895K | Sell |
9,250
-2,452
| -21% | -$237K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $1.3M | Sell |
11,702
-7
| -0.1% | -$779 | 0.01% | 1117 |
|
|
2021
Q4 | $1.59M | Sell |
11,709
-63
| -0.5% | -$8.56K | 0.01% | 1083 |
|
|
2021
Q3 | $1.57M | Buy |
11,772
+79
| +0.7% | +$10.6K | 0.01% | 1061 |
|
|
2021
Q2 | $1.65M | Sell |
11,693
-8,543
| -42% | -$1.2M | 0.01% | 1029 |
|
|
2021
Q1 | $2.67M | Sell |
20,236
-1,681
| -8% | -$221K | 0.01% | 770 |
|
|
2020
Q4 | $2.4M | Buy |
21,917
+494
| +2% | +$54.2K | 0.01% | 797 |
|
|
2020
Q3 | $1.4M | Buy |
21,423
+257
| +1% | +$16.8K | 0.01% | 945 |
|
|
2020
Q2 | $1.25M | Buy |
21,166
+12,497
| +144% | +$736K | 0.01% | 951 |
|
|
2020
Q1 | $399K | Sell |
8,669
-1,253
| -13% | -$57.7K | ﹤0.01% | 1347 |
|
|
2019
Q4 | $742K | Sell |
9,922
-435
| -4% | -$32.5K | ﹤0.01% | 1229 |
|
|
2019
Q3 | $830K | Sell |
10,357
-434
| -4% | -$34.8K | 0.01% | 1121 |
|
|
2019
Q2 | $956K | Buy |
10,791
+849
| +9% | +$75.2K | 0.01% | 1071 |
|
|
2019
Q1 | $905K | Buy |
9,942
+9
| +0.1% | +$819 | 0.01% | 1081 |
|
|
2018
Q4 | $711K | Sell |
9,933
-6,795
| -41% | -$486K | 0.01% | 1103 |
|
|
2018
Q3 | $1.68M | Buy |
16,728
+2,602
| +18% | +$262K | 0.01% | 768 |
|
|
2018
Q2 | $1.49M | Buy |
14,126
+158
| +1% | +$16.7K | 0.01% | 789 |
|
|
2018
Q1 | $1.22M | Sell |
13,968
-2
| -0% | -$174 | 0.01% | 873 |
|
|
2017
Q4 | $1.26M | Buy |
13,970
+307
| +2% | +$27.6K | 0.01% | 845 |
|
|
2017
Q3 | $1.1M | Buy |
13,663
+299
| +2% | +$24K | 0.01% | 877 |
|
|
2017
Q2 | $942K | Buy |
13,364
+4,656
| +53% | +$328K | 0.01% | 904 |
|
|
2017
Q1 | $678K | Sell |
8,708
-400
| -4% | -$31.1K | 0.01% | 1024 |
|
|
2016
Q4 | $626K | Sell |
9,108
-134
| -1% | -$9.21K | 0.01% | 989 |
|
|
2016
Q3 | $476K | Buy |
+9,242
| New | +$476K | 0.01% | 984 |
|
|
2016
Q2 | – | Sell |
-8,952
| Closed | -$463K | – | 827 |
|
|
2016
Q1 | $463K | Buy |
8,952
+1,394
| +18% | +$72.1K | 0.01% | 807 |
|
|
2015
Q4 | $409K | Sell |
7,558
-92
| -1% | -$4.98K | 0.01% | 912 |
|
|
2015
Q3 | $384K | Sell |
7,650
-175
| -2% | -$8.78K | 0.01% | 951 |
|
|
2015
Q2 | $422K | Sell |
7,825
-130
| -2% | -$7.02K | 0.01% | 1279 |
|
|
2015
Q1 | $411K | Sell |
7,955
-70
| -0.9% | -$3.62K | 0.01% | 1508 |
|
|
2014
Q4 | $420K | Buy |
8,025
+1,750
| +28% | +$91.6K | 0.01% | 1438 |
|
|
2014
Q3 | $295K | Hold |
6,275
| – | – | 0.01% | 1671 |
|
|
2014
Q2 | $362K | Hold |
6,275
| – | – | 0.01% | 1469 |
|
|
2014
Q1 | $347K | Sell |
6,275
-300
| -5% | -$16.6K | 0.01% | 1360 |
|
|
2013
Q4 | $393K | Hold |
6,575
| – | – | 0.01% | 1246 |
|
|
2013
Q3 | $324K | Buy |
+6,575
| New | +$324K | 0.01% | 1289 |
|