Jones Financial Companies
EVR icon

Jones Financial Companies’s Evercore EVR Stock Holding History

Jones Financial Companies’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.26M Buy
26,006
+24,305
+1,429% +$7.96M ﹤0.01% 938
2025
Q4 		$579K Buy
1,701
+441
+35% +$142K ﹤0.01% 1451
2025
Q3 		$431K Buy
1,260
+456
+57% +$143K ﹤0.01% 1456
2025
Q2 		$216K Sell
804
-263
-25% -$57.8K ﹤0.01% 1631
2025
Q1 		$213K Buy
1,067
+163
+18% +$40.6K ﹤0.01% 1473
2024
Q4 		$251K Sell
904
-31
-3% -$8.78K ﹤0.01% 1252
2024
Q3 		$238K Buy
935
+310
+50% +$73.8K ﹤0.01% 1077
2024
Q2 		$130K Buy
+625
New +$122K ﹤0.01% 958

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