MML Investors Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
3,754
-1,313
| -26% | -$355K | ﹤0.01% | 1649 |
|
|
2025
Q1 | $1.01M | Buy |
5,067
+217
| +4% | +$43.3K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $1.35M | Buy |
4,850
+590
| +14% | +$164K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $1.08M | Buy |
4,260
+29
| +0.7% | +$7.35K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $882K | Sell |
4,231
-699
| -14% | -$146K | ﹤0.01% | 1472 |
|
|
2024
Q1 | $949K | Buy |
4,930
+585
| +13% | +$113K | ﹤0.01% | 1451 |
|
|
2023
Q4 | $743K | Buy |
4,345
+497
| +13% | +$85K | ﹤0.01% | 1529 |
|
|
2023
Q3 | $531K | Sell |
3,848
-94
| -2% | -$13K | ﹤0.01% | 1601 |
|
|
2023
Q2 | $487K | Sell |
3,942
-155
| -4% | -$19.1K | ﹤0.01% | 1648 |
|
|
2023
Q1 | $473K | Sell |
4,097
-637
| -13% | -$73.5K | ﹤0.01% | 1429 |
|
|
2022
Q4 | $516K | Sell |
4,734
-890
| -16% | -$97K | ﹤0.01% | 1498 |
|
|
2022
Q3 | $463K | Sell |
5,624
-255
| -4% | -$21K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $550K | Sell |
5,879
-295
| -5% | -$27.6K | ﹤0.01% | 1358 |
|
|
2022
Q1 | $687K | Buy |
6,174
+722
| +13% | +$80.3K | ﹤0.01% | 1292 |
|
|
2021
Q4 | $741K | Buy |
5,452
+1,157
| +27% | +$157K | 0.01% | 1202 |
|
|
2021
Q3 | $574K | Buy |
4,295
+715
| +20% | +$95.6K | ﹤0.01% | 1275 |
|
|
2021
Q2 | $504K | Buy |
3,580
+565
| +19% | +$79.5K | ﹤0.01% | 1325 |
|
|
2021
Q1 | $397K | Buy |
3,015
+1,092
| +57% | +$144K | ﹤0.01% | 1371 |
|
|
2020
Q4 | $211K | Buy |
+1,923
| New | +$211K | ﹤0.01% | 1569 |
|
|
2019
Q4 | – | Sell |
-2,902
| Closed | -$232K | – | 1518 |
|
|
2019
Q3 | $232K | Sell |
2,902
-530
| -15% | -$42.4K | ﹤0.01% | 1328 |
|
|
2019
Q2 | $304K | Buy |
3,432
+77
| +2% | +$6.82K | ﹤0.01% | 1270 |
|
|
2019
Q1 | $305K | Buy |
3,355
+217
| +7% | +$19.7K | ﹤0.01% | 1253 |
|
|
2018
Q4 | $225K | Buy |
3,138
+188
| +6% | +$13.5K | ﹤0.01% | 1311 |
|
|
2018
Q3 | $297K | Buy |
+2,950
| New | +$297K | 0.01% | 1277 |
|