Larson 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 | $540 | Sell |
2
-8
| -80% | -$2.16K | ﹤0.01% | 2813 |
|
|
2025
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 2150 |
|
|
2024
Q3 | – | Sell |
-74
| Closed | -$15.4K | – | 2701 |
|
|
2024
Q2 | $15.4K | Buy |
+74
| New | +$15.4K | ﹤0.01% | 1130 |
|
|
2023
Q2 | – | Sell |
-89
| Closed | -$10.3K | – | 1586 |
|
|
2023
Q1 | $10.3K | Hold |
89
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $9.67K | Buy |
89
+1
| +1% | +$109 | ﹤0.01% | 866 |
|
|
2022
Q3 | $7K | Buy |
88
+1
| +1% | +$80 | ﹤0.01% | 870 |
|
|
2022
Q2 | $8K | Hold |
87
| – | – | ﹤0.01% | 774 |
|
|
2022
Q1 | $10K | Buy |
87
+1
| +1% | +$115 | ﹤0.01% | 653 |
|
|
2021
Q4 | $12K | Hold |
86
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $11K | Buy |
86
+1
| +1% | +$128 | ﹤0.01% | 571 |
|
|
2021
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 517 |
|
|
2021
Q1 | $11K | Buy |
+85
| New | +$11K | ﹤0.01% | 518 |
|