Prana Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
+29,244
| New | +$7.9M | 0.28% | 58 |
|
|
2024
Q1 | – | Sell |
-13,701
| Closed | -$2.34M | – | 95 |
|
|
2023
Q4 | $2.34M | Buy |
13,701
+4,891
| +56% | +$837K | 0.14% | 75 |
|
|
2023
Q3 | $1.21M | Buy |
8,810
+4,401
| +100% | +$607K | 0.08% | 77 |
|
|
2023
Q2 | $545K | Sell |
4,409
-232
| -5% | -$28.7K | 0.04% | 80 |
|
|
2023
Q1 | $535K | Buy |
+4,641
| New | +$535K | 0.05% | 76 |
|
|
2022
Q4 | – | Sell |
-8,183
| Closed | -$673K | – | 102 |
|
|
2022
Q3 | $673K | Buy |
+8,183
| New | +$673K | 0.05% | 72 |
|
|
2021
Q4 | – | Sell |
-15,744
| Closed | -$2.11M | – | 92 |
|
|
2021
Q3 | $2.11M | Buy |
15,744
+2,946
| +23% | +$394K | 0.19% | 68 |
|
|
2021
Q2 | $1.8M | Buy |
+12,798
| New | +$1.8M | 0.12% | 69 |
|
|
2020
Q4 | – | Sell |
-59,146
| Closed | -$3.87M | – | 69 |
|
|
2020
Q3 | $3.87M | Buy |
59,146
+55,760
| +1,647% | +$3.65M | 0.67% | 38 |
|
|
2020
Q2 | $200K | Buy |
3,386
+158
| +5% | +$9.33K | 0.03% | 50 |
|
|
2020
Q1 | $149K | Buy |
+3,228
| New | +$149K | 0.04% | 53 |
|
|
2019
Q3 | – | Sell |
-18,100
| Closed | -$1.6M | – | 60 |
|
|
2019
Q2 | $1.6M | Buy |
+18,100
| New | +$1.6M | 0.29% | 46 |
|
|
2019
Q1 | – | Sell |
-31,400
| Closed | -$2.25M | – | 53 |
|
|
2018
Q4 | $2.25M | Buy |
+31,400
| New | +$2.25M | 0.48% | 34 |
|
|
2018
Q2 | – | Sell |
-25,242
| Closed | -$2.2M | – | 48 |
|
|
2018
Q1 | $2.2M | Buy |
+25,242
| New | +$2.2M | 0.65% | 35 |
|