LPL Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $6.51M | Buy |
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|
2024
Q4 | $8.93M | Buy |
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|
2024
Q3 | $4.63M | Buy |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $556K | Sell |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $589K | Buy |
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|
2021
Q1 | $448K | Sell |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $911K | Buy |
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|
2019
Q3 | $914K | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q2 | $1.85M | Sell |
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|
2018
Q1 | $2.08M | Buy |
|
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|
2017
Q4 | $1.57M | Sell |
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|
2017
Q3 | $1.51M | Sell |
|
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|
2017
Q2 | $2.24M | Buy |
|
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|
2017
Q1 | $1.64M | Sell |
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|
2016
Q4 | $1.54M | Sell |
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|
2016
Q3 | $1.14M | Sell |
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|
2016
Q2 | $1.08M | Sell |
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|
2016
Q1 | $2.48M | Sell |
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|
2015
Q4 | $2.85M | Buy |
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|
2015
Q3 | $1.51M | Sell |
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|
2015
Q2 | $1.74M | Sell |
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|
2015
Q1 | $1.74M | Sell |
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|
2014
Q4 | $1.89M | Sell |
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|
2014
Q3 | $1.75M | Buy |
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|
2014
Q2 | $2.13M | Sell |
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|
2014
Q1 | $2.09M | Sell |
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|
2013
Q4 | $2.77M | Buy |
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|
2013
Q3 | $2.19M | Buy |
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|
2013
Q2 | $1.52M | Buy |
|