Key Financial Inc’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.9K | Hold |
137
| – | – | 0.01% | 568 |
|
|
2025
Q4 | $46.6K | Hold |
137
| – | – | 0.01% | 535 |
|
|
2025
Q3 | $45.3K | Sell |
137
-15
| -10% | -$4.7K | 0.01% | 542 |
|
|
2025
Q2 | $41K | Hold |
152
| – | – | 0.01% | 540 |
|
|
2025
Q1 | $30.4K | Hold |
152
| – | – | 0.01% | 572 |
|
|
2024
Q4 | $42.1K | Hold |
152
| – | – | 0.01% | 504 |
|
|
2024
Q3 | $38.5K | Hold |
152
| – | – | 0.01% | 523 |
|
|
2024
Q2 | $31.7K | Hold |
152
| – | – | 0.01% | 551 |
|
|
2024
Q1 | $29.3K | Hold |
152
| – | – | 0.01% | 538 |
|
|
2023
Q4 | $26K | Hold |
152
| – | – | 0.01% | 536 |
|
|
2023
Q3 | $21K | Hold |
152
| – | – | 0.01% | 556 |
|
|
2023
Q2 | $18.8K | Hold |
152
| – | – | 0.01% | 590 |
|
|
2023
Q1 | $17.5K | Hold |
152
| – | – | 0.01% | 571 |
|
|
2022
Q4 | $12.5K | Hold |
152
| – | – | 0.01% | 580 |
|
|
2022
Q3 | $13K | Hold |
152
| – | – | 0.01% | 573 |
|
|
2022
Q2 | $14K | Hold |
152
| – | – | 0.01% | 563 |
|
|
2022
Q1 | $17K | Buy |
152
+77
| +103% | +$9.47K | 0.01% | 523 |
|
|
2021
Q4 | $10K | Hold |
75
| – | – | 0.01% | 589 |
|
|
2021
Q3 | $10K | Hold |
75
| – | – | 0.01% | 574 |
|
|
2021
Q2 | $10K | Hold |
75
| – | – | 0.01% | 567 |
|
|
2021
Q1 | $10K | Hold |
75
| – | – | 0.01% | 485 |
|
|
2020
Q4 | $8K | Buy |
+75
| New | +$6.67K | 0.01% | 485 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$4K | – | 258 |
|
|
2020
Q1 | $4K | Buy |
+75
| New | +$5.02K | ﹤0.01% | 524 |
|
Other funds holding EVR
VPM
VCM
