Oak Thistle LLC’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
+3,967
| New | +$1.07M | 0.16% | 245 |
|
|
2025
Q1 | – | Sell |
-1,366
| Closed | -$379K | – | 469 |
|
|
2024
Q4 | $379K | Buy |
1,366
+188
| +16% | +$52.1K | 0.11% | 297 |
|
|
2024
Q3 | $298K | Buy |
+1,178
| New | +$298K | 0.1% | 331 |
|
|
2024
Q2 | – | Sell |
-1,109
| Closed | -$214K | – | 340 |
|
|
2024
Q1 | $214K | Buy |
+1,109
| New | +$214K | 0.19% | 256 |
|
|
2023
Q4 | – | Sell |
-1,601
| Closed | -$221K | – | 506 |
|
|
2023
Q3 | $221K | Buy |
+1,601
| New | +$221K | 0.07% | 408 |
|
|
2023
Q2 | – | Sell |
-4,899
| Closed | -$565K | – | 413 |
|
|
2023
Q1 | $565K | Buy |
+4,899
| New | +$565K | 0.33% | 107 |
|
|
2022
Q3 | – | Sell |
-2,607
| Closed | -$244K | – | 151 |
|
|
2022
Q2 | $244K | Buy |
+2,607
| New | +$244K | 0.47% | 111 |
|
|
2022
Q1 | – | Sell |
-3,964
| Closed | -$538K | – | 425 |
|
|
2021
Q4 | $538K | Buy |
+3,964
| New | +$538K | 0.42% | 80 |
|