Mariner’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.48M Buy
12,871
+622
+5% +$168K 0.01% 1032
2025
Q1
$2.45M Sell
12,249
-2,889
-19% -$577K ﹤0.01% 1129
2024
Q4
$4.2M Buy
15,138
+463
+3% +$128K 0.01% 864
2024
Q3
$3.72M Sell
14,675
-206
-1% -$52.2K 0.01% 893
2024
Q2
$3.1M Buy
14,881
+93
+0.6% +$19.4K 0.01% 906
2024
Q1
$2.85M Buy
14,788
+10,361
+234% +$2M 0.01% 941
2023
Q4
$758K Buy
4,427
+247
+6% +$42.3K ﹤0.01% 1641
2023
Q3
$576K Buy
4,180
+250
+6% +$34.5K ﹤0.01% 1689
2023
Q2
$486K Buy
3,930
+371
+10% +$45.9K ﹤0.01% 1766
2023
Q1
$411K Buy
3,559
+761
+27% +$87.9K ﹤0.01% 1812
2022
Q4
$305K Buy
+2,798
New +$305K ﹤0.01% 2015
2019
Q2
Sell
-2,742
Closed -$250K 1113
2019
Q1
$250K Buy
+2,742
New +$250K ﹤0.01% 880