Raymond James Financial Services Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.58M | Sell |
10,197
-81
| -0.8% | -$20.5K | ﹤0.01% | 1591 |
|
|
2024
Q2 | $2.14M | Buy |
10,278
+605
| +6% | +$126K | ﹤0.01% | 1626 |
|
|
2024
Q1 | $1.86M | Buy |
9,673
+4,299
| +80% | +$828K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $919K | Buy |
5,374
+15
| +0.3% | +$2.57K | ﹤0.01% | 2020 |
|
|
2023
Q3 | $739K | Buy |
5,359
+268
| +5% | +$37K | ﹤0.01% | 2080 |
|
|
2023
Q2 | $629K | Buy |
5,091
+789
| +18% | +$97.5K | ﹤0.01% | 2204 |
|
|
2023
Q1 | $496K | Sell |
4,302
-143
| -3% | -$16.5K | ﹤0.01% | 2346 |
|
|
2022
Q4 | $485K | Sell |
4,445
-222
| -5% | -$24.2K | ﹤0.01% | 2283 |
|
|
2022
Q3 | $384K | Sell |
4,667
-1,539
| -25% | -$127K | ﹤0.01% | 2414 |
|
|
2022
Q2 | $581K | Buy |
6,206
+121
| +2% | +$11.3K | ﹤0.01% | 2172 |
|
|
2022
Q1 | $677K | Sell |
6,085
-1,932
| -24% | -$215K | ﹤0.01% | 2200 |
|
|
2021
Q4 | $1.09M | Buy |
8,017
+904
| +13% | +$123K | ﹤0.01% | 1928 |
|
|
2021
Q3 | $951K | Buy |
7,113
+2,075
| +41% | +$277K | ﹤0.01% | 1994 |
|
|
2021
Q2 | $709K | Sell |
5,038
-7,030
| -58% | -$989K | ﹤0.01% | 2159 |
|
|
2021
Q1 | $1.59M | Buy |
12,068
+5,015
| +71% | +$661K | ﹤0.01% | 1537 |
|
|
2020
Q4 | $773K | Buy |
7,053
+615
| +10% | +$67.4K | ﹤0.01% | 1868 |
|
|
2020
Q3 | $421K | Buy |
6,438
+1,550
| +32% | +$101K | ﹤0.01% | 2077 |
|
|
2020
Q2 | $288K | Buy |
+4,888
| New | +$288K | ﹤0.01% | 2246 |
|
|
2020
Q1 | – | Sell |
-5,505
| Closed | -$412K | – | 2496 |
|
|
2019
Q4 | $412K | Sell |
5,505
-297
| -5% | -$22.2K | ﹤0.01% | 2099 |
|
|
2019
Q3 | $465K | Buy |
5,802
+139
| +2% | +$11.1K | ﹤0.01% | 1952 |
|
|
2019
Q2 | $502K | Sell |
5,663
-492
| -8% | -$43.6K | ﹤0.01% | 1929 |
|
|
2019
Q1 | $560K | Buy |
6,155
+1,674
| +37% | +$152K | ﹤0.01% | 1824 |
|
|
2018
Q4 | $321K | Sell |
4,481
-1,763
| -28% | -$126K | ﹤0.01% | 1954 |
|
|
2018
Q3 | $628K | Sell |
6,244
-431
| -6% | -$43.3K | ﹤0.01% | 1751 |
|
|
2018
Q2 | $704K | Buy |
6,675
+186
| +3% | +$19.6K | ﹤0.01% | 1649 |
|
|
2018
Q1 | $566K | Buy |
6,489
+1,890
| +41% | +$165K | ﹤0.01% | 1643 |
|
|
2017
Q4 | $414K | Sell |
4,599
-8,213
| -64% | -$739K | ﹤0.01% | 1817 |
|
|
2017
Q3 | $1.03M | Sell |
12,812
-600
| -4% | -$48.1K | 0.01% | 1290 |
|
|
2017
Q2 | $946K | Buy |
13,412
+9,364
| +231% | +$660K | 0.01% | 1313 |
|
|
2017
Q1 | $315K | Buy |
4,048
+770
| +23% | +$59.9K | ﹤0.01% | 1867 |
|
|
2016
Q4 | $225K | Buy |
+3,278
| New | +$225K | ﹤0.01% | 1984 |
|