Ladenburg Thalmann Financial Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $239K | Buy |
3,204
+106
| +3% | +$7.91K | ﹤0.01% | 2372 |
|
2019
Q3 | $249K | Buy |
3,098
+441
| +17% | +$35.4K | ﹤0.01% | 2306 |
|
2019
Q2 | $235K | Buy |
2,657
+492
| +23% | +$43.5K | ﹤0.01% | 2352 |
|
2019
Q1 | $196K | Buy |
2,165
+272
| +14% | +$24.6K | ﹤0.01% | 2410 |
|
2018
Q4 | $136K | Buy |
1,893
+507
| +37% | +$36.4K | ﹤0.01% | 2531 |
|
2018
Q3 | $139K | Sell |
1,386
-1,428
| -51% | -$143K | ﹤0.01% | 2588 |
|
2018
Q2 | $245K | Hold |
2,814
| – | – | ﹤0.01% | 2080 |
|
2018
Q1 | $245K | Buy |
2,814
+141
| +5% | +$12.3K | ﹤0.01% | 2080 |
|
2017
Q4 | $241K | Buy |
2,673
+89
| +3% | +$8.02K | ﹤0.01% | 2068 |
|
2017
Q3 | $207K | Sell |
2,584
-904
| -26% | -$72.4K | ﹤0.01% | 2080 |
|
2017
Q2 | $245K | Buy |
3,488
+295
| +9% | +$20.7K | ﹤0.01% | 1876 |
|
2017
Q1 | $249K | Sell |
3,193
-683
| -18% | -$53.3K | ﹤0.01% | 1755 |
|
2016
Q4 | $268K | Buy |
3,876
+3,250
| +519% | +$225K | ﹤0.01% | 1628 |
|
2016
Q3 | $32K | Sell |
626
-94
| -13% | -$4.81K | ﹤0.01% | 3087 |
|
2016
Q2 | $32K | Sell |
720
-212
| -23% | -$9.42K | ﹤0.01% | 3014 |
|
2016
Q1 | $48K | Sell |
932
-2,906
| -76% | -$150K | ﹤0.01% | 2623 |
|
2015
Q4 | $207K | Buy |
3,838
+2,740
| +250% | +$148K | ﹤0.01% | 1556 |
|
2015
Q3 | $55K | Buy |
1,098
+668
| +155% | +$33.5K | ﹤0.01% | 2394 |
|
2015
Q2 | $24K | Buy |
430
+13
| +3% | +$726 | ﹤0.01% | 3110 |
|
2015
Q1 | $21K | Sell |
417
-2
| -0.5% | -$101 | ﹤0.01% | 3155 |
|
2014
Q4 | $22K | Sell |
419
-175
| -29% | -$9.19K | ﹤0.01% | 2918 |
|
2014
Q3 | $28K | Buy |
594
+103
| +21% | +$4.86K | ﹤0.01% | 2398 |
|
2014
Q2 | $28K | Sell |
491
-62
| -11% | -$3.54K | ﹤0.01% | 2409 |
|
2014
Q1 | $31K | Buy |
553
+128
| +30% | +$7.18K | ﹤0.01% | 2268 |
|
2013
Q4 | $25K | Hold |
425
| – | – | ﹤0.01% | 2390 |
|
2013
Q3 | $21K | Sell |
425
-101
| -19% | -$4.99K | ﹤0.01% | 2410 |
|
2013
Q2 | $21K | Buy |
+526
| New | +$21K | ﹤0.01% | 2311 |
|