PNC Financial Services Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $905K | Buy |
3,351
+1,101
| +49% | +$297K | ﹤0.01% | 1243 |
|
2025
Q1 | $449K | Buy |
2,250
+193
| +9% | +$38.5K | ﹤0.01% | 1594 |
|
2024
Q4 | $570K | Buy |
2,057
+75
| +4% | +$20.8K | ﹤0.01% | 1452 |
|
2024
Q3 | $502K | Buy |
1,982
+101
| +5% | +$25.6K | ﹤0.01% | 1524 |
|
2024
Q2 | $392K | Buy |
1,881
+20
| +1% | +$4.17K | ﹤0.01% | 1655 |
|
2024
Q1 | $358K | Sell |
1,861
-33
| -2% | -$6.36K | ﹤0.01% | 1755 |
|
2023
Q4 | $324K | Sell |
1,894
-48
| -2% | -$8.21K | ﹤0.01% | 1804 |
|
2023
Q3 | $268K | Sell |
1,942
-79
| -4% | -$10.9K | ﹤0.01% | 1909 |
|
2023
Q2 | $250K | Buy |
2,021
+58
| +3% | +$7.17K | ﹤0.01% | 2052 |
|
2023
Q1 | $226K | Buy |
1,963
+56
| +3% | +$6.46K | ﹤0.01% | 2070 |
|
2022
Q4 | $208K | Sell |
1,907
-226
| -11% | -$24.7K | ﹤0.01% | 2096 |
|
2022
Q3 | $175K | Sell |
2,133
-304
| -12% | -$24.9K | ﹤0.01% | 2185 |
|
2022
Q2 | $229K | Sell |
2,437
-75
| -3% | -$7.05K | ﹤0.01% | 2052 |
|
2022
Q1 | $279K | Buy |
2,512
+34
| +1% | +$3.78K | ﹤0.01% | 2048 |
|
2021
Q4 | $338K | Buy |
2,478
+944
| +62% | +$129K | ﹤0.01% | 1942 |
|
2021
Q3 | $204K | Sell |
1,534
-159
| -9% | -$21.1K | ﹤0.01% | 2194 |
|
2021
Q2 | $238K | Buy |
1,693
+46
| +3% | +$6.47K | ﹤0.01% | 2104 |
|
2021
Q1 | $217K | Buy |
1,647
+71
| +5% | +$9.36K | ﹤0.01% | 2125 |
|
2020
Q4 | $174K | Buy |
1,576
+159
| +11% | +$17.6K | ﹤0.01% | 2147 |
|
2020
Q3 | $93K | Sell |
1,417
-178
| -11% | -$11.7K | ﹤0.01% | 2360 |
|
2020
Q2 | $94K | Buy |
1,595
+389
| +32% | +$22.9K | ﹤0.01% | 2369 |
|
2020
Q1 | $55K | Sell |
1,206
-1,605
| -57% | -$73.2K | ﹤0.01% | 2569 |
|
2019
Q4 | $211K | Sell |
2,811
-4,839
| -63% | -$363K | ﹤0.01% | 2033 |
|
2019
Q3 | $612K | Buy |
7,650
+3,515
| +85% | +$281K | ﹤0.01% | 1491 |
|
2019
Q2 | $365K | Sell |
4,135
-84
| -2% | -$7.42K | ﹤0.01% | 1806 |
|
2019
Q1 | $383K | Sell |
4,219
-59
| -1% | -$5.36K | ﹤0.01% | 1776 |
|
2018
Q4 | $307K | Buy |
4,278
+3,448
| +415% | +$247K | ﹤0.01% | 1807 |
|
2018
Q3 | $82K | Sell |
830
-2,684
| -76% | -$265K | ﹤0.01% | 2712 |
|
2018
Q2 | $371K | Buy |
3,514
+3,228
| +1,129% | +$341K | ﹤0.01% | 1823 |
|
2018
Q1 | $25K | Sell |
286
-1,028
| -78% | -$89.9K | ﹤0.01% | 3320 |
|
2017
Q4 | $119K | Buy |
1,314
+605
| +85% | +$54.8K | ﹤0.01% | 2481 |
|
2017
Q3 | $57K | Buy |
709
+210
| +42% | +$16.9K | ﹤0.01% | 2856 |
|
2017
Q2 | $35K | Sell |
499
-43
| -8% | -$3.02K | ﹤0.01% | 3095 |
|
2017
Q1 | $42K | Buy |
542
+267
| +97% | +$20.7K | ﹤0.01% | 2959 |
|
2016
Q4 | $19K | Buy |
+275
| New | +$19K | ﹤0.01% | 3257 |
|
2016
Q3 | – | Sell |
-175
| Closed | -$8K | – | 4069 |
|
2016
Q2 | $8K | Sell |
175
-3,589
| -95% | -$164K | ﹤0.01% | 3639 |
|
2016
Q1 | $195K | Sell |
3,764
-8,999
| -71% | -$466K | ﹤0.01% | 2139 |
|
2015
Q4 | $692K | Sell |
12,763
-702
| -5% | -$38.1K | ﹤0.01% | 1361 |
|
2015
Q3 | $677K | Buy |
13,465
+901
| +7% | +$45.3K | ﹤0.01% | 1396 |
|
2015
Q2 | $678K | Buy |
12,564
+143
| +1% | +$7.72K | ﹤0.01% | 1468 |
|
2015
Q1 | $641K | Sell |
12,421
-7,714
| -38% | -$398K | ﹤0.01% | 1475 |
|
2014
Q4 | $1.06M | Buy |
20,135
+1,464
| +8% | +$76.7K | ﹤0.01% | 1184 |
|
2014
Q3 | $879K | Buy |
18,671
+1,259
| +7% | +$59.3K | ﹤0.01% | 1170 |
|
2014
Q2 | $1M | Buy |
17,412
+437
| +3% | +$25.2K | ﹤0.01% | 1094 |
|
2014
Q1 | $938K | Buy |
16,975
+567
| +3% | +$31.3K | ﹤0.01% | 1092 |
|
2013
Q4 | $981K | Buy |
16,408
+9,153
| +126% | +$547K | ﹤0.01% | 1041 |
|
2013
Q3 | $358K | Buy |
7,255
+6,235
| +611% | +$308K | ﹤0.01% | 1543 |
|
2013
Q2 | $40K | Buy |
+1,020
| New | +$40K | ﹤0.01% | 2483 |
|