Raymond James Financial Services Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $919K | Buy |
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|
2023
Q3 | $739K | Buy |
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|
2023
Q2 | $629K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $384K | Sell |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $951K | Buy |
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|
2021
Q2 | $709K | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $773K | Buy |
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|
2020
Q3 | $421K | Buy |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $465K | Buy |
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|
2019
Q2 | $502K | Sell |
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|
2019
Q1 | $560K | Buy |
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|
2018
Q4 | $321K | Sell |
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|
2018
Q3 | $628K | Sell |
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|
2018
Q2 | $704K | Buy |
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|
2018
Q1 | $566K | Buy |
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|
2017
Q4 | $414K | Sell |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $946K | Buy |
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|
2017
Q1 | $315K | Buy |
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|
2016
Q4 | $225K | Buy |
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