Park Avenue Securities’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
+976
| New | +$264K | ﹤0.01% | 1323 |
|
|
2025
Q1 | – | Sell |
-959
| Closed | -$266K | – | 1281 |
|
|
2024
Q4 | $266K | Buy |
+959
| New | +$266K | ﹤0.01% | 1327 |
|
|
2024
Q3 | – | Sell |
-1,139
| Closed | -$237K | – | 1402 |
|
|
2024
Q2 | $237K | Sell |
1,139
-1,268
| -53% | -$264K | ﹤0.01% | 1259 |
|
|
2024
Q1 | $464K | Sell |
2,407
-713
| -23% | -$137K | 0.01% | 987 |
|
|
2023
Q4 | $534K | Buy |
3,120
+278
| +10% | +$47.6K | 0.01% | 882 |
|
|
2023
Q3 | $392K | Buy |
+2,842
| New | +$392K | 0.01% | 932 |
|
|
2023
Q1 | – | Sell |
-3,236
| Closed | -$353K | – | 844 |
|
|
2022
Q4 | $353K | Sell |
3,236
-32
| -1% | -$3.49K | 0.01% | 915 |
|
|
2022
Q3 | $269K | Sell |
3,268
-561
| -15% | -$46.2K | 0.01% | 946 |
|
|
2022
Q2 | $358K | Buy |
3,829
+855
| +29% | +$79.9K | 0.01% | 837 |
|
|
2022
Q1 | $331K | Sell |
2,974
-294
| -9% | -$32.7K | 0.01% | 910 |
|
|
2021
Q4 | $444K | Buy |
3,268
+567
| +21% | +$77K | 0.01% | 760 |
|
|
2021
Q3 | $361K | Buy |
2,701
+322
| +14% | +$43K | 0.01% | 785 |
|
|
2021
Q2 | $335K | Buy |
2,379
+94
| +4% | +$13.2K | 0.01% | 798 |
|
|
2021
Q1 | $301K | Buy |
2,285
+30
| +1% | +$3.95K | 0.01% | 771 |
|
|
2020
Q4 | $247K | Buy |
+2,255
| New | +$247K | 0.01% | 755 |
|