Linden Thomas Advisory Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
1,030
-150
| -13% | -$40.5K | 0.03% | 414 |
|
|
2025
Q1 | $236K | Buy |
1,180
+30
| +3% | +$5.99K | 0.03% | 441 |
|
|
2024
Q4 | $319K | Sell |
1,150
-18
| -2% | -$4.99K | 0.04% | 424 |
|
|
2024
Q3 | $296K | Buy |
1,168
+75
| +7% | +$19K | 0.04% | 417 |
|
|
2024
Q2 | $228K | Buy |
1,093
+39
| +4% | +$8.13K | 0.04% | 426 |
|
|
2024
Q1 | $203K | Sell |
1,054
-277
| -21% | -$53.3K | 0.03% | 443 |
|
|
2023
Q4 | $228K | Buy |
+1,331
| New | +$228K | 0.04% | 395 |
|