Petrus Trust Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-870
| Closed | -$241K | – | 658 |
|
|
2024
Q4 | $241K | Sell |
870
-1,581
| -65% | -$438K | 0.02% | 503 |
|
|
2024
Q3 | $621K | Buy |
+2,451
| New | +$621K | 0.06% | 135 |
|
|
2024
Q2 | – | Sell |
-1,789
| Closed | -$345K | – | 635 |
|
|
2024
Q1 | $345K | Buy |
+1,789
| New | +$345K | 0.03% | 375 |
|
|
2017
Q3 | – | Sell |
-4,387
| Closed | -$309K | – | 194 |
|
|
2017
Q2 | $309K | Buy |
+4,387
| New | +$309K | 0.07% | 106 |
|
|
2017
Q1 | – | Sell |
-3,522
| Closed | -$242K | – | 194 |
|
|
2016
Q4 | $242K | Sell |
3,522
-3,334
| -49% | -$229K | 0.06% | 129 |
|
|
2016
Q3 | $353K | Buy |
+6,856
| New | +$353K | 0.08% | 71 |
|