Raymond James & Associates’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18M | Sell |
70,902
-714
| -1% | -$181K | 0.01% | 879 |
|
|
2024
Q2 | $14.9M | Buy |
71,616
+118
| +0.2% | +$24.6K | 0.01% | 934 |
|
|
2024
Q1 | $13.8M | Buy |
71,498
+917
| +1% | +$177K | 0.01% | 978 |
|
|
2023
Q4 | $12.1M | Buy |
70,581
+23,775
| +51% | +$4.07M | 0.01% | 997 |
|
|
2023
Q3 | $6.45M | Buy |
46,806
+2,019
| +5% | +$278K | 0.01% | 1296 |
|
|
2023
Q2 | $5.54M | Buy |
44,787
+2,808
| +7% | +$347K | ﹤0.01% | 1405 |
|
|
2023
Q1 | $4.84M | Buy |
41,979
+2,923
| +7% | +$337K | ﹤0.01% | 1479 |
|
|
2022
Q4 | $4.26M | Buy |
39,056
+2,354
| +6% | +$257K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $3.02M | Buy |
36,702
+1,457
| +4% | +$120K | ﹤0.01% | 1715 |
|
|
2022
Q2 | $3.3M | Buy |
35,245
+1,540
| +5% | +$144K | ﹤0.01% | 1684 |
|
|
2022
Q1 | $3.75M | Sell |
33,705
-2,769
| -8% | -$308K | ﹤0.01% | 1716 |
|
|
2021
Q4 | $4.96M | Sell |
36,474
-4,397
| -11% | -$597K | ﹤0.01% | 1556 |
|
|
2021
Q3 | $5.46M | Buy |
40,871
+9,418
| +30% | +$1.26M | ﹤0.01% | 1449 |
|
|
2021
Q2 | $4.43M | Buy |
31,453
+5,631
| +22% | +$793K | ﹤0.01% | 1563 |
|
|
2021
Q1 | $3.4M | Sell |
25,822
-794
| -3% | -$105K | ﹤0.01% | 1676 |
|
|
2020
Q4 | $2.92M | Buy |
26,616
+4,186
| +19% | +$459K | ﹤0.01% | 1654 |
|
|
2020
Q3 | $1.47M | Sell |
22,430
-647
| -3% | -$42.3K | ﹤0.01% | 1949 |
|
|
2020
Q2 | $1.36M | Sell |
23,077
-545
| -2% | -$32.1K | ﹤0.01% | 1949 |
|
|
2020
Q1 | $1.09M | Sell |
23,622
-703
| -3% | -$32.4K | ﹤0.01% | 1926 |
|
|
2019
Q4 | $1.82M | Sell |
24,325
-6,548
| -21% | -$490K | ﹤0.01% | 1882 |
|
|
2019
Q3 | $2.47M | Sell |
30,873
-2,172
| -7% | -$174K | ﹤0.01% | 1643 |
|
|
2019
Q2 | $2.93M | Buy |
33,045
+637
| +2% | +$56.4K | ﹤0.01% | 1562 |
|
|
2019
Q1 | $2.95M | Sell |
32,408
-12,990
| -29% | -$1.18M | ﹤0.01% | 1523 |
|
|
2018
Q4 | $3.25M | Sell |
45,398
-6,259
| -12% | -$448K | 0.01% | 1342 |
|
|
2018
Q3 | $5.19M | Buy |
51,657
+22,919
| +80% | +$2.3M | 0.01% | 1191 |
|
|
2018
Q2 | $3.03M | Sell |
28,738
-1,848
| -6% | -$195K | 0.01% | 1492 |
|
|
2018
Q1 | $2.67M | Buy |
30,586
+2,981
| +11% | +$260K | ﹤0.01% | 1519 |
|
|
2017
Q4 | $2.48M | Buy |
27,605
+778
| +3% | +$70K | ﹤0.01% | 1548 |
|
|
2017
Q3 | $2.15M | Sell |
26,827
-941
| -3% | -$75.5K | ﹤0.01% | 1594 |
|
|
2017
Q2 | $1.96M | Sell |
27,768
-2,923
| -10% | -$206K | ﹤0.01% | 1588 |
|
|
2017
Q1 | $2.39M | Sell |
30,691
-345
| -1% | -$26.9K | 0.01% | 1426 |
|
|
2016
Q4 | $2.13M | Sell |
31,036
-494
| -2% | -$33.9K | 0.01% | 1454 |
|
|
2016
Q3 | $1.62M | Sell |
31,530
-1,785
| -5% | -$91.9K | ﹤0.01% | 1585 |
|
|
2016
Q2 | $1.47M | Sell |
33,315
-6,996
| -17% | -$309K | ﹤0.01% | 1509 |
|
|
2016
Q1 | $2.09M | Sell |
40,311
-1,010
| -2% | -$52.3K | 0.01% | 1254 |
|
|
2015
Q4 | $2.23M | Buy |
41,321
+7,820
| +23% | +$423K | 0.01% | 1202 |
|
|
2015
Q3 | $1.68M | Buy |
33,501
+852
| +3% | +$42.8K | 0.01% | 1313 |
|
|
2015
Q2 | $1.76M | Buy |
32,649
+8,514
| +35% | +$459K | 0.01% | 1397 |
|
|
2015
Q1 | $1.25M | Sell |
24,135
-7,362
| -23% | -$380K | 0.01% | 1528 |
|
|
2014
Q4 | $1.65M | Buy |
+31,497
| New | +$1.65M | 0.01% | 1273 |
|
|
2014
Q3 | – | Sell |
-51,864
| Closed | -$2.99M | – | 2169 |
|
|
2014
Q2 | $2.99M | Buy |
51,864
+32,887
| +173% | +$1.9M | 0.02% | 882 |
|
|
2014
Q1 | $1.05M | Buy |
18,977
+2,570
| +16% | +$142K | 0.01% | 1389 |
|
|
2013
Q4 | $981K | Buy |
16,407
+1,188
| +8% | +$71K | 0.01% | 1341 |
|
|
2013
Q3 | $749K | Sell |
15,219
-637
| -4% | -$31.4K | 0.01% | 1398 |
|
|
2013
Q2 | $623K | Buy |
+15,856
| New | +$623K | 0.01% | 1404 |
|