Simplex Trading’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
2,641
+2,222
| +530% | +$600K | ﹤0.01% | 517 |
|
|
2025
Q1 | $83K | Buy |
+419
| New | +$83K | ﹤0.01% | 1139 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2904 |
|
|
2024
Q3 | – | Sell |
-808
| Closed | -$168K | – | 2776 |
|
|
2024
Q2 | $168K | Buy |
+808
| New | +$168K | ﹤0.01% | 968 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2833 |
|
|
2023
Q4 | – | Sell |
-2,732
| Closed | -$376K | – | 2896 |
|
|
2023
Q3 | $376K | Buy |
2,732
+1,463
| +115% | +$201K | ﹤0.01% | 621 |
|
|
2023
Q2 | $156K | Buy |
1,269
+754
| +146% | +$92.7K | ﹤0.01% | 904 |
|
|
2023
Q1 | $59K | Buy |
+515
| New | +$59K | ﹤0.01% | 1178 |
|
|
2022
Q4 | – | Sell |
-162
| Closed | -$13K | – | 2983 |
|
|
2022
Q3 | $13K | Sell |
162
-6,146
| -97% | -$493K | ﹤0.01% | 1911 |
|
|
2022
Q2 | $590K | Buy |
+6,308
| New | +$590K | ﹤0.01% | 505 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3288 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3366 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3066 |
|
|
2021
Q2 | – | Sell |
-3,546
| Closed | -$467K | – | 3128 |
|
|
2021
Q1 | $467K | Buy |
+3,546
| New | +$467K | ﹤0.01% | 711 |
|
|
2020
Q4 | – | Sell |
-2,319
| Closed | -$151K | – | 2628 |
|
|
2020
Q3 | $151K | Sell |
2,319
-213
| -8% | -$13.9K | ﹤0.01% | 948 |
|
|
2020
Q2 | $149K | Sell |
2,532
-4,937
| -66% | -$291K | ﹤0.01% | 858 |
|
|
2020
Q1 | $344K | Buy |
+7,469
| New | +$344K | ﹤0.01% | 560 |
|
|
2019
Q4 | – | Sell |
-252
| Closed | -$20K | – | 2229 |
|
|
2019
Q3 | $20K | Buy |
+252
| New | +$20K | ﹤0.01% | 1325 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2104 |
|
|
2019
Q1 | – | Sell |
-1,001
| Closed | -$71K | – | 2133 |
|
|
2018
Q4 | $71K | Buy |
+1,001
| New | +$71K | ﹤0.01% | 961 |
|
|
2018
Q3 | – | Sell |
-7,779
| Closed | -$820K | – | 2309 |
|
|
2018
Q2 | $820K | Buy |
7,779
+4,022
| +107% | +$424K | ﹤0.01% | 332 |
|
|
2018
Q1 | $327K | Buy |
3,757
+2,308
| +159% | +$201K | 0.01% | 509 |
|
|
2017
Q4 | $130K | Buy |
+1,449
| New | +$130K | 0.01% | 876 |
|
|
2017
Q3 | – | Sell |
-5,537
| Closed | -$390K | – | 2051 |
|
|
2017
Q2 | $390K | Buy |
+5,537
| New | +$390K | 0.02% | 448 |
|
|
2017
Q1 | – | Sell |
-8,853
| Closed | -$608K | – | 2114 |
|
|
2016
Q4 | $608K | Buy |
+8,853
| New | +$608K | 0.04% | 271 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1941 |
|
|
2016
Q2 | – | Sell |
-668
| Closed | -$34K | – | 2004 |
|
|
2016
Q1 | $34K | Sell |
668
-266
| -28% | -$13.5K | ﹤0.01% | 961 |
|
|
2015
Q4 | $50K | Buy |
+934
| New | +$50K | ﹤0.01% | 906 |
|
|
2015
Q3 | – | Sell |
-239
| Closed | -$12K | – | 2065 |
|
|
2015
Q2 | $12K | Buy |
+239
| New | +$12K | ﹤0.01% | 1329 |
|