LRI Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9K | Hold |
129
| – | – | ﹤0.01% | 608 |
|
|
2025
Q1 | $25.8K | Sell |
129
-9
| -7% | -$1.8K | ﹤0.01% | 629 |
|
|
2024
Q4 | $38.2K | Hold |
138
| – | – | ﹤0.01% | 566 |
|
|
2024
Q3 | $41.3K | Sell |
138
-12
| -8% | -$3.59K | ﹤0.01% | 537 |
|
|
2024
Q2 | $31.2K | Buy |
150
+32
| +27% | +$6.66K | ﹤0.01% | 542 |
|
|
2024
Q1 | $22.7K | Buy |
+118
| New | +$22.7K | 0.01% | 363 |
|