Jefferies Financial Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
796
-34,355
| -98% | -$9.28M | ﹤0.01% | 848 |
|
|
2025
Q1 | $7.02M | Buy |
35,151
+34,128
| +3,336% | +$6.82M | 0.06% | 156 |
|
|
2024
Q4 | $284K | Sell |
1,023
-686
| -40% | -$190K | ﹤0.01% | 993 |
|
|
2024
Q3 | $433K | Buy |
+1,709
| New | +$433K | ﹤0.01% | 778 |
|
|
2024
Q1 | – | Sell |
-1,612
| Closed | -$276K | – | 1331 |
|
|
2023
Q4 | $276K | Buy |
+1,612
| New | +$276K | ﹤0.01% | 1001 |
|
|
2023
Q3 | – | Sell |
-1,641
| Closed | -$203K | – | 1214 |
|
|
2023
Q2 | $203K | Buy |
+1,641
| New | +$203K | ﹤0.01% | 1002 |
|