Parkside Financial Bank & Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
666
+168
| +34% | +$45.4K | 0.02% | 448 |
|
|
2025
Q1 | $99.5K | Buy |
498
+267
| +116% | +$53.3K | 0.01% | 584 |
|
|
2024
Q4 | $64K | Sell |
231
-350
| -60% | -$97K | 0.01% | 711 |
|
|
2024
Q3 | $147K | Sell |
581
-487
| -46% | -$123K | 0.02% | 438 |
|
|
2024
Q2 | $223K | Buy |
1,068
+131
| +14% | +$27.3K | 0.03% | 336 |
|
|
2024
Q1 | $180K | Buy |
937
+146
| +18% | +$28.1K | 0.03% | 372 |
|
|
2023
Q4 | $135K | Buy |
791
+70
| +10% | +$12K | 0.02% | 392 |
|
|
2023
Q3 | $99.4K | Buy |
721
+77
| +12% | +$10.6K | 0.02% | 411 |
|
|
2023
Q2 | $79.6K | Buy |
644
+16
| +3% | +$1.98K | 0.02% | 474 |
|
|
2023
Q1 | $72.5K | Buy |
628
+75
| +14% | +$8.65K | 0.02% | 478 |
|
|
2022
Q4 | $60.3K | Buy |
553
+62
| +13% | +$6.76K | 0.02% | 511 |
|
|
2022
Q3 | $41K | Buy |
491
+24
| +5% | +$2K | 0.01% | 577 |
|
|
2022
Q2 | $44K | Sell |
467
-110
| -19% | -$10.4K | 0.01% | 566 |
|
|
2022
Q1 | $65K | Sell |
577
-10
| -2% | -$1.13K | 0.02% | 459 |
|
|
2021
Q4 | $80K | Sell |
587
-57
| -9% | -$7.77K | 0.02% | 409 |
|
|
2021
Q3 | $86K | Buy |
644
+99
| +18% | +$13.2K | 0.03% | 356 |
|
|
2021
Q2 | $77K | Buy |
545
+29
| +6% | +$4.1K | 0.02% | 383 |
|
|
2021
Q1 | $68K | Sell |
516
-22
| -4% | -$2.9K | 0.02% | 393 |
|
|
2020
Q4 | $59K | Sell |
538
-13
| -2% | -$1.43K | 0.02% | 418 |
|
|
2020
Q3 | $36K | Sell |
551
-63
| -10% | -$4.12K | 0.01% | 488 |
|
|
2020
Q2 | $36K | Buy |
614
+50
| +9% | +$2.93K | 0.01% | 485 |
|
|
2020
Q1 | $26K | Buy |
564
+171
| +44% | +$7.88K | 0.01% | 500 |
|
|
2019
Q4 | $29K | Buy |
393
+171
| +77% | +$12.6K | 0.01% | 558 |
|
|
2019
Q3 | $18K | Sell |
222
-3
| -1% | -$243 | 0.01% | 649 |
|
|
2019
Q2 | $20K | Buy |
225
+16
| +8% | +$1.42K | 0.01% | 637 |
|
|
2019
Q1 | $19K | Buy |
+209
| New | +$19K | 0.01% | 621 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$3K | – | 1550 |
|
|
2018
Q1 | $3K | Buy |
30
+7
| +30% | +$700 | ﹤0.01% | 926 |
|
|
2017
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 969 |
|
|
2017
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 968 |
|
|
2017
Q2 | $2K | Buy |
23
+1
| +5% | +$87 | ﹤0.01% | 983 |
|
|
2017
Q1 | $2K | Buy |
22
+3
| +16% | +$273 | ﹤0.01% | 959 |
|
|
2016
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1085 |
|