Nations Financial Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
4,712
-2,854
| -38% | -$771K | 0.09% | 245 |
|
|
2025
Q1 | $1.51M | Buy |
7,566
+235
| +3% | +$46.9K | 0.12% | 203 |
|
|
2024
Q4 | $2.03M | Buy |
7,331
+175
| +2% | +$48.5K | 0.15% | 171 |
|
|
2024
Q3 | $1.81M | Buy |
7,156
+314
| +5% | +$79.5K | 0.13% | 183 |
|
|
2024
Q2 | $1.43M | Buy |
6,842
+11
| +0.2% | +$2.29K | 0.12% | 195 |
|
|
2024
Q1 | $1.32M | Buy |
6,831
+1,036
| +18% | +$200K | 0.11% | 210 |
|
|
2023
Q4 | $991K | Buy |
5,795
+80
| +1% | +$13.7K | 0.09% | 245 |
|
|
2023
Q3 | $788K | Buy |
5,715
+264
| +5% | +$36.4K | 0.08% | 268 |
|
|
2023
Q2 | $674K | Buy |
5,451
+17
| +0.3% | +$2.1K | 0.07% | 314 |
|
|
2023
Q1 | $627K | Buy |
5,434
+213
| +4% | +$24.6K | 0.07% | 313 |
|
|
2022
Q4 | $570K | Sell |
5,221
-9,425
| -64% | -$1.03M | 0.06% | 326 |
|
|
2022
Q3 | $1.21M | Sell |
14,646
-102
| -0.7% | -$8.39K | 0.17% | 144 |
|
|
2022
Q2 | $1.38M | Buy |
14,748
+380
| +3% | +$35.6K | 0.19% | 138 |
|
|
2022
Q1 | $1.6M | Sell |
14,368
-1,601
| -10% | -$178K | 0.19% | 128 |
|
|
2021
Q4 | $2.17M | Buy |
15,969
+532
| +3% | +$72.3K | 0.29% | 83 |
|
|
2021
Q3 | $2.06M | Buy |
15,437
+768
| +5% | +$103K | 0.31% | 72 |
|
|
2021
Q2 | $2.07M | Buy |
+14,669
| New | +$2.07M | 0.35% | 70 |
|