Principal 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 | $30K | Buy |
111
+20
| +22% | +$5.4K | ﹤0.01% | 2133 |
|
|
2025
Q1 | $25.2K | Hold |
91
| – | – | ﹤0.01% | 2091 |
|
|
2024
Q4 | $25.2K | Buy |
91
+29
| +47% | +$8.04K | ﹤0.01% | 2086 |
|
|
2024
Q3 | $15.7K | Sell |
62
-49
| -44% | -$12.4K | ﹤0.01% | 2243 |
|
|
2024
Q2 | $23.1K | Sell |
111
-830
| -88% | -$173K | ﹤0.01% | 1997 |
|
|
2024
Q1 | $181K | Sell |
941
-660
| -41% | -$127K | 0.01% | 1051 |
|
|
2023
Q4 | $274K | Buy |
+1,601
| New | +$274K | 0.01% | 827 |
|