SG Americas Securities’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
2,551
+700
| +38% | +$189K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $370K | Buy |
+1,851
| New | +$370K | ﹤0.01% | 1812 |
|
|
2024
Q4 | – | Sell |
-2,224
| Closed | -$563K | – | 2816 |
|
|
2024
Q3 | $563K | Buy |
+2,224
| New | +$563K | ﹤0.01% | 1391 |
|
|
2024
Q2 | – | Sell |
-11,864
| Closed | -$2.29M | – | 2544 |
|
|
2024
Q1 | $2.29M | Buy |
11,864
+8,199
| +224% | +$1.58M | 0.01% | 769 |
|
|
2023
Q4 | $627K | Sell |
3,665
-308
| -8% | -$52.7K | 0.01% | 1192 |
|
|
2023
Q3 | $548K | Sell |
3,973
-1,577
| -28% | -$218K | 0.01% | 1556 |
|
|
2023
Q2 | $686K | Sell |
5,550
-505
| -8% | -$62.4K | 0.01% | 1114 |
|
|
2023
Q1 | $699K | Sell |
6,055
-450
| -7% | -$51.9K | 0.01% | 1322 |
|
|
2022
Q4 | $710K | Sell |
6,505
-3,332
| -34% | -$364K | 0.01% | 1086 |
|
|
2022
Q3 | $809K | Sell |
9,837
-1,308
| -12% | -$108K | 0.01% | 1006 |
|
|
2022
Q2 | $1.04M | Sell |
11,145
-619
| -5% | -$57.9K | 0.01% | 1120 |
|
|
2022
Q1 | $1.31M | Sell |
11,764
-14,093
| -55% | -$1.57M | 0.01% | 1084 |
|
|
2021
Q4 | $3.51M | Buy |
25,857
+24,156
| +1,420% | +$3.28M | 0.02% | 609 |
|
|
2021
Q3 | $227K | Sell |
1,701
-6,376
| -79% | -$851K | ﹤0.01% | 2887 |
|
|
2021
Q2 | $1.14M | Buy |
8,077
+785
| +11% | +$111K | 0.01% | 1346 |
|
|
2021
Q1 | $961K | Sell |
7,292
-15,576
| -68% | -$2.05M | 0.01% | 1423 |
|
|
2020
Q4 | $2.51M | Buy |
+22,868
| New | +$2.51M | 0.01% | 826 |
|
|
2020
Q3 | – | Sell |
-16,256
| Closed | -$958K | – | 2374 |
|
|
2020
Q2 | $958K | Buy |
+16,256
| New | +$958K | 0.01% | 1221 |
|
|
2020
Q1 | – | Sell |
-3,042
| Closed | -$227K | – | 2895 |
|
|
2019
Q4 | $227K | Sell |
3,042
-14,187
| -82% | -$1.06M | ﹤0.01% | 2063 |
|
|
2019
Q3 | $1.38M | Buy |
17,229
+3,661
| +27% | +$293K | 0.01% | 1068 |
|
|
2019
Q2 | $1.2M | Buy |
13,568
+9,783
| +258% | +$867K | 0.01% | 1186 |
|
|
2019
Q1 | $344K | Sell |
3,785
-845
| -18% | -$76.8K | ﹤0.01% | 1893 |
|
|
2018
Q4 | $331K | Sell |
4,630
-27,603
| -86% | -$1.97M | ﹤0.01% | 1806 |
|
|
2018
Q3 | $3.24M | Buy |
32,233
+16,298
| +102% | +$1.64M | 0.02% | 719 |
|
|
2018
Q2 | $1.68M | Buy |
15,935
+2,174
| +16% | +$229K | 0.02% | 926 |
|
|
2018
Q1 | $1.2M | Buy |
13,761
+1,610
| +13% | +$140K | 0.01% | 1044 |
|
|
2017
Q4 | $1.09M | Sell |
12,151
-9,808
| -45% | -$883K | 0.01% | 1141 |
|
|
2017
Q3 | $1.76M | Buy |
21,959
+13,305
| +154% | +$1.07M | 0.02% | 768 |
|
|
2017
Q2 | $610K | Buy |
8,654
+3,342
| +63% | +$236K | 0.01% | 1551 |
|
|
2017
Q1 | $414K | Buy |
5,312
+765
| +17% | +$59.6K | ﹤0.01% | 1765 |
|
|
2016
Q4 | $312K | Sell |
4,547
-2,396
| -35% | -$164K | ﹤0.01% | 1781 |
|
|
2016
Q3 | $358K | Buy |
+6,943
| New | +$358K | ﹤0.01% | 1768 |
|
|
2015
Q1 | – | Sell |
-7,768
| Closed | -$407K | – | 2247 |
|
|
2014
Q4 | $407K | Buy |
+7,768
| New | +$407K | ﹤0.01% | 1601 |
|
|
2014
Q3 | – | Sell |
-3,464
| Closed | -$200K | – | 2222 |
|
|
2014
Q2 | $200K | Buy |
+3,464
| New | +$200K | ﹤0.01% | 1775 |
|
|
2013
Q4 | – | Sell |
-5,663
| Closed | -$279K | – | 2250 |
|
|
2013
Q3 | $279K | Buy |
5,663
+1,005
| +22% | +$49.5K | ﹤0.01% | 1736 |
|
|
2013
Q2 | $183K | Buy |
+4,658
| New | +$183K | ﹤0.01% | 1499 |
|