Securian Asset 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 | $743K | Hold |
2,752
| – | – | 0.02% | 532 |
|
|
2025
Q1 | $550K | Buy |
2,752
+100
| +4% | +$20K | 0.02% | 636 |
|
|
2024
Q4 | $735K | Sell |
2,652
-100
| -4% | -$27.7K | 0.02% | 536 |
|
|
2024
Q3 | $697K | Sell |
2,752
-100
| -4% | -$25.3K | 0.02% | 562 |
|
|
2024
Q2 | $594K | Hold |
2,852
| – | – | 0.02% | 613 |
|
|
2024
Q1 | $549K | Sell |
2,852
-100
| -3% | -$19.3K | 0.02% | 671 |
|
|
2023
Q4 | $505K | Hold |
2,952
| – | – | 0.01% | 696 |
|
|
2023
Q3 | $407K | Sell |
2,952
-191
| -6% | -$26.3K | 0.01% | 724 |
|
|
2023
Q2 | $388K | Sell |
3,143
-145
| -4% | -$17.9K | 0.01% | 776 |
|
|
2023
Q1 | $379K | Hold |
3,288
| – | – | 0.01% | 775 |
|
|
2022
Q4 | $359K | Hold |
3,288
| – | – | 0.01% | 782 |
|
|
2022
Q3 | $270K | Sell |
3,288
-413
| -11% | -$33.9K | 0.01% | 832 |
|
|
2022
Q2 | $346K | Buy |
3,701
+245
| +7% | +$22.9K | 0.01% | 830 |
|
|
2022
Q1 | $385K | Hold |
3,456
| – | – | 0.01% | 846 |
|
|
2021
Q4 | $469K | Sell |
3,456
-100
| -3% | -$13.6K | 0.01% | 797 |
|
|
2021
Q3 | $475K | Sell |
3,556
-207
| -6% | -$27.7K | 0.01% | 780 |
|
|
2021
Q2 | $530K | Sell |
3,763
-203
| -5% | -$28.6K | 0.01% | 760 |
|
|
2021
Q1 | $522K | Buy |
3,966
+154
| +4% | +$20.3K | 0.01% | 753 |
|
|
2020
Q4 | $418K | Sell |
3,812
-100
| -3% | -$11K | 0.01% | 768 |
|
|
2020
Q3 | $256K | Sell |
3,912
-100
| -2% | -$6.54K | 0.01% | 872 |
|
|
2020
Q2 | $236K | Hold |
4,012
| – | – | 0.01% | 897 |
|
|
2020
Q1 | $185K | Hold |
4,012
| – | – | 0.01% | 890 |
|
|
2019
Q4 | $300K | Sell |
4,012
-463
| -10% | -$34.6K | 0.01% | 907 |
|
|
2019
Q3 | $358K | Sell |
4,475
-395
| -8% | -$31.6K | 0.01% | 870 |
|
|
2019
Q2 | $431K | Sell |
4,870
-100
| -2% | -$8.85K | 0.01% | 832 |
|
|
2019
Q1 | $452K | Hold |
4,970
| – | – | 0.01% | 825 |
|
|
2018
Q4 | $356K | Hold |
4,970
| – | – | 0.01% | 850 |
|
|
2018
Q3 | $500K | Sell |
4,970
-100
| -2% | -$10.1K | 0.01% | 808 |
|
|
2018
Q2 | $535K | Hold |
5,070
| – | – | 0.01% | 770 |
|
|
2018
Q1 | $442K | Buy |
+5,070
| New | +$442K | 0.01% | 816 |
|