Oppenheimer Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,553
+112
| +8% | +$30.2K | ﹤0.01% | 915 |
|
|
2025
Q1 | $288K | Buy |
1,441
+435
| +43% | +$86.9K | ﹤0.01% | 972 |
|
|
2024
Q4 | $279K | Buy |
+1,006
| New | +$279K | ﹤0.01% | 999 |
|
|
2024
Q3 | – | Sell |
-1,306
| Closed | -$272K | – | 1180 |
|
|
2024
Q2 | $272K | Buy |
+1,306
| New | +$272K | ﹤0.01% | 1001 |
|
|
2020
Q2 | – | Sell |
-1,245
| Closed | -$57K | – | 1180 |
|
|
2020
Q1 | $57K | Sell |
1,245
-2,043
| -62% | -$93.5K | ﹤0.01% | 1233 |
|
|
2019
Q4 | $245K | Sell |
3,288
-109
| -3% | -$8.12K | 0.01% | 1015 |
|
|
2019
Q3 | $272K | Sell |
3,397
-68
| -2% | -$5.45K | 0.01% | 972 |
|
|
2019
Q2 | $306K | Sell |
3,465
-595
| -15% | -$52.5K | 0.01% | 950 |
|
|
2019
Q1 | $370K | Sell |
4,060
-1,490
| -27% | -$136K | 0.01% | 874 |
|
|
2018
Q4 | $397K | Sell |
5,550
-304
| -5% | -$21.7K | 0.01% | 827 |
|
|
2018
Q3 | $589K | Sell |
5,854
-279
| -5% | -$28.1K | 0.01% | 768 |
|
|
2018
Q2 | $646K | Sell |
6,133
-3,349
| -35% | -$353K | 0.02% | 719 |
|
|
2018
Q1 | $826K | Sell |
9,482
-153
| -2% | -$13.3K | 0.02% | 646 |
|
|
2017
Q4 | $773K | Hold |
9,635
| – | – | 0.02% | 672 |
|
|
2017
Q3 | $773K | Sell |
9,635
-10
| -0.1% | -$802 | 0.02% | 675 |
|
|
2017
Q2 | $680K | Buy |
9,645
+4,034
| +72% | +$284K | 0.02% | 698 |
|
|
2017
Q1 | $437K | Buy |
+5,611
| New | +$437K | 0.01% | 825 |
|