Oppenheimer & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+833
| New | +$225K | ﹤0.01% | 1458 |
|
|
2025
Q1 | – | Sell |
-833
| Closed | -$231K | – | 1595 |
|
|
2024
Q4 | $231K | Hold |
833
| – | – | ﹤0.01% | 1397 |
|
|
2024
Q3 | $211K | Sell |
833
-796
| -49% | -$202K | ﹤0.01% | 1387 |
|
|
2024
Q2 | $340K | Buy |
1,629
+31
| +2% | +$6.46K | 0.01% | 1146 |
|
|
2024
Q1 | $308K | Buy |
+1,598
| New | +$308K | 0.01% | 1171 |
|