Lindbrook Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $39.1K | Hold |
196
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q4 | $54.3K | Hold |
196
| – | – | ﹤0.01% | 782 |
|
|
2024
Q3 | $49.7K | Hold |
196
| – | – | ﹤0.01% | 821 |
|
|
2024
Q2 | $40.9K | Buy |
196
+7
| +4% | +$1.46K | ﹤0.01% | 885 |
|
|
2024
Q1 | $36.4K | Hold |
189
| – | – | ﹤0.01% | 910 |
|
|
2023
Q4 | $32.3K | Buy |
189
+7
| +4% | +$1.2K | ﹤0.01% | 946 |
|
|
2023
Q3 | $25.1K | Hold |
182
| – | – | ﹤0.01% | 960 |
|
|
2023
Q2 | $22.5K | Buy |
182
+12
| +7% | +$1.48K | ﹤0.01% | 1023 |
|
|
2023
Q1 | $19.6K | Hold |
170
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q4 | $18.5K | Buy |
170
+109
| +179% | +$11.9K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $5K | Sell |
61
-7
| -10% | -$574 | ﹤0.01% | 1658 |
|
|
2022
Q2 | $6K | Buy |
68
+12
| +21% | +$1.06K | ﹤0.01% | 1461 |
|
|
2022
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 1515 |
|
|
2021
Q4 | $8K | Hold |
56
| – | – | ﹤0.01% | 1351 |
|
|
2021
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q2 | $8K | Hold |
56
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q1 | $7K | Hold |
56
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q4 | $6K | Hold |
56
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 1142 |
|
|
2019
Q3 | $4K | Sell |
56
-14
| -20% | -$1K | ﹤0.01% | 1095 |
|
|
2019
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 1023 |
|
|
2018
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1003 |
|