Jones Financial Companies’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
804
-263
| -25% | -$70.8K | ﹤0.01% | 1631 |
|
|
2025
Q1 | $213K | Buy |
1,067
+163
| +18% | +$32.5K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $251K | Sell |
904
-31
| -3% | -$8.59K | ﹤0.01% | 1252 |
|
|
2024
Q3 | $238K | Buy |
935
+310
| +50% | +$78.8K | ﹤0.01% | 1077 |
|
|
2024
Q2 | $130K | Buy |
+625
| New | +$130K | ﹤0.01% | 958 |
|