MCF Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-75
| Closed | -$15K | – | 916 |
|
|
2025
Q1 | $15K | Sell |
75
-95
| -56% | -$19K | ﹤0.01% | 598 |
|
|
2024
Q4 | $47.1K | Hold |
170
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $43.1K | Buy |
170
+75
| +79% | +$19K | ﹤0.01% | 421 |
|
|
2024
Q2 | $19.8K | Hold |
95
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $18.3K | Hold |
95
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $16.3K | Hold |
95
| – | – | ﹤0.01% | 537 |
|
|
2023
Q3 | $13.1K | Sell |
95
-21
| -18% | -$2.9K | ﹤0.01% | 544 |
|
|
2023
Q2 | $14.3K | Buy |
116
+95
| +452% | +$11.7K | ﹤0.01% | 520 |
|
|
2023
Q1 | $2.42K | Hold |
21
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $2.29K | Hold |
21
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 674 |
|
|
2022
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 620 |
|