Orion Portfolio Solutions’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $2.82M | Sell |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $2.9M | Sell |
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|
2023
Q3 | $2.5M | Sell |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.25M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Buy |
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|
2020
Q1 | $2K | Buy |
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|
2019
Q4 | $2K | Buy |
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