LPL Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
9,793
-22,822
| -70% | -$6.16M | ﹤0.01% | 2847 |
|
|
2025
Q1 | $6.51M | Buy |
32,615
+402
| +1% | +$80.3K | ﹤0.01% | 1925 |
|
|
2024
Q4 | $8.93M | Buy |
32,213
+13,957
| +76% | +$3.87M | ﹤0.01% | 1625 |
|
|
2024
Q3 | $4.63M | Buy |
18,256
+9,724
| +114% | +$2.46M | ﹤0.01% | 2053 |
|
|
2024
Q2 | $1.78M | Buy |
8,532
+137
| +2% | +$28.6K | ﹤0.01% | 2686 |
|
|
2024
Q1 | $1.62M | Buy |
8,395
+4,315
| +106% | +$831K | ﹤0.01% | 2711 |
|
|
2023
Q4 | $698K | Buy |
4,080
+441
| +12% | +$75.4K | ﹤0.01% | 3342 |
|
|
2023
Q3 | $502K | Buy |
3,639
+220
| +6% | +$30.3K | ﹤0.01% | 3455 |
|
|
2023
Q2 | $423K | Sell |
3,419
-415
| -11% | -$51.3K | ﹤0.01% | 3542 |
|
|
2023
Q1 | $442K | Buy |
3,834
+161
| +4% | +$18.6K | ﹤0.01% | 3420 |
|
|
2022
Q4 | $401K | Buy |
3,673
+319
| +10% | +$34.8K | ﹤0.01% | 3427 |
|
|
2022
Q3 | $276K | Sell |
3,354
-238
| -7% | -$19.6K | ﹤0.01% | 3641 |
|
|
2022
Q2 | $336K | Sell |
3,592
-1,403
| -28% | -$131K | ﹤0.01% | 3520 |
|
|
2022
Q1 | $556K | Sell |
4,995
-365
| -7% | -$40.6K | ﹤0.01% | 3108 |
|
|
2021
Q4 | $728K | Buy |
5,360
+190
| +4% | +$25.8K | ﹤0.01% | 2937 |
|
|
2021
Q3 | $691K | Buy |
5,170
+984
| +24% | +$132K | ﹤0.01% | 2903 |
|
|
2021
Q2 | $589K | Buy |
4,186
+784
| +23% | +$110K | ﹤0.01% | 3007 |
|
|
2021
Q1 | $448K | Sell |
3,402
-961
| -22% | -$127K | ﹤0.01% | 3104 |
|
|
2020
Q4 | $478K | Buy |
+4,363
| New | +$478K | ﹤0.01% | 2791 |
|
|
2020
Q3 | – | Sell |
-4,272
| Closed | -$252K | – | 3553 |
|
|
2020
Q2 | $252K | Sell |
4,272
-1,883
| -31% | -$111K | ﹤0.01% | 2940 |
|
|
2020
Q1 | $284K | Sell |
6,155
-6,035
| -50% | -$278K | ﹤0.01% | 2536 |
|
|
2019
Q4 | $911K | Buy |
12,190
+782
| +7% | +$58.4K | ﹤0.01% | 1906 |
|
|
2019
Q3 | $914K | Sell |
11,408
-1,450
| -11% | -$116K | ﹤0.01% | 1808 |
|
|
2019
Q2 | $1.14M | Sell |
12,858
-397
| -3% | -$35.2K | ﹤0.01% | 1634 |
|
|
2019
Q1 | $1.21M | Sell |
13,255
-3,724
| -22% | -$339K | ﹤0.01% | 1527 |
|
|
2018
Q4 | $1.22M | Sell |
16,979
-2,516
| -13% | -$180K | ﹤0.01% | 1375 |
|
|
2018
Q3 | $1.96M | Buy |
19,495
+1,955
| +11% | +$197K | ﹤0.01% | 1188 |
|
|
2018
Q2 | $1.85M | Sell |
17,540
-6,366
| -27% | -$671K | ﹤0.01% | 1189 |
|
|
2018
Q1 | $2.09M | Buy |
23,906
+6,446
| +37% | +$562K | 0.01% | 1089 |
|
|
2017
Q4 | $1.57M | Sell |
17,460
-1,370
| -7% | -$123K | ﹤0.01% | 1219 |
|
|
2017
Q3 | $1.51M | Sell |
18,830
-12,954
| -41% | -$1.04M | 0.01% | 1145 |
|
|
2017
Q2 | $2.24M | Buy |
31,784
+10,205
| +47% | +$720K | 0.01% | 864 |
|
|
2017
Q1 | $1.64M | Sell |
21,579
-500
| -2% | -$38K | 0.01% | 947 |
|
|
2016
Q4 | $1.54M | Sell |
22,079
-152
| -0.7% | -$10.6K | 0.01% | 932 |
|
|
2016
Q3 | $1.14M | Sell |
22,231
-2,427
| -10% | -$125K | 0.01% | 1094 |
|
|
2016
Q2 | $1.08M | Sell |
24,658
-26,246
| -52% | -$1.15M | 0.01% | 1118 |
|
|
2016
Q1 | $2.48M | Sell |
50,904
-3,350
| -6% | -$163K | 0.01% | 1072 |
|
|
2015
Q4 | $2.85M | Buy |
54,254
+24,548
| +83% | +$1.29M | 0.01% | 969 |
|
|
2015
Q3 | $1.51M | Sell |
29,706
-2,335
| -7% | -$118K | 0.01% | 983 |
|
|
2015
Q2 | $1.74M | Sell |
32,041
-2,138
| -6% | -$116K | 0.01% | 993 |
|
|
2015
Q1 | $1.74M | Sell |
34,179
-1,866
| -5% | -$95.2K | 0.01% | 985 |
|
|
2014
Q4 | $1.89M | Sell |
36,045
-2,105
| -6% | -$110K | 0.01% | 923 |
|
|
2014
Q3 | $1.75M | Buy |
38,150
+1,217
| +3% | +$55.9K | 0.01% | 922 |
|
|
2014
Q2 | $2.13M | Sell |
36,933
-830
| -2% | -$47.8K | 0.01% | 846 |
|
|
2014
Q1 | $2.09M | Sell |
37,763
-8,613
| -19% | -$476K | 0.01% | 813 |
|
|
2013
Q4 | $2.77M | Buy |
46,376
+1,903
| +4% | +$114K | 0.02% | 669 |
|
|
2013
Q3 | $2.19M | Buy |
44,473
+5,777
| +15% | +$284K | 0.01% | 734 |
|
|
2013
Q2 | $1.52M | Buy |
+38,696
| New | +$1.52M | 0.01% | 871 |
|