Radnor 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 | $1.77M | Buy |
6,565
+300
| +5% | +$81K | 0.28% | 98 |
|
|
2025
Q1 | $1.25M | Hold |
6,265
| – | – | 0.21% | 122 |
|
|
2024
Q4 | $1.74M | Sell |
6,265
-15
| -0.2% | -$4.16K | 0.29% | 93 |
|
|
2024
Q3 | $1.59M | Sell |
6,280
-20
| -0.3% | -$5.07K | 0.24% | 113 |
|
|
2024
Q2 | $1.31M | Buy |
6,300
+260
| +4% | +$54.2K | 0.4% | 54 |
|
|
2024
Q1 | $1.16M | Hold |
6,040
| – | – | 0.2% | 128 |
|
|
2023
Q4 | $1.03M | Sell |
6,040
-10
| -0.2% | -$1.71K | 0.19% | 134 |
|
|
2023
Q3 | $834K | Buy |
6,050
+3,405
| +129% | +$469K | 0.17% | 153 |
|
|
2023
Q2 | $327K | Buy |
2,645
+50
| +2% | +$6.18K | 0.14% | 102 |
|
|
2023
Q1 | $299K | Hold |
2,595
| – | – | 0.08% | 176 |
|
|
2022
Q4 | $287K | Buy |
+2,595
| New | +$287K | 0.07% | 210 |
|
|
2022
Q1 | – | Sell |
-4,670
| Closed | -$634K | – | 246 |
|
|
2021
Q4 | $634K | Buy |
4,670
+1,770
| +61% | +$240K | 0.16% | 151 |
|
|
2021
Q3 | $388K | Buy |
2,900
+25
| +0.9% | +$3.35K | 0.23% | 66 |
|
|
2021
Q2 | $405K | Sell |
2,875
-1,685
| -37% | -$237K | 0.14% | 134 |
|
|
2021
Q1 | $601K | Buy |
4,560
+35
| +0.8% | +$4.61K | 0.19% | 116 |
|
|
2020
Q4 | $496K | Buy |
+4,525
| New | +$496K | 0.14% | 130 |
|