SRH Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
11,525
-375
| -3% | -$101K | 0.95% | 9 |
|
|
2025
Q1 | $2.38M | Hold |
11,900
| – | – | 0.73% | 13 |
|
|
2024
Q4 | $3.3M | Hold |
11,900
| – | – | 0.98% | 11 |
|
|
2024
Q3 | $3.01M | Hold |
11,900
| – | – | 0.92% | 12 |
|
|
2024
Q2 | $2.48M | Hold |
11,900
| – | – | 0.83% | 14 |
|
|
2024
Q1 | $2.29M | Hold |
11,900
| – | – | 0.73% | 16 |
|
|
2023
Q4 | $2.04M | Hold |
11,900
| – | – | 0.71% | 16 |
|
|
2023
Q3 | $1.64M | Hold |
11,900
| – | – | 0.8% | 15 |
|
|
2023
Q2 | $1.37M | Hold |
11,900
| – | – | 0.73% | 18 |
|
|
2023
Q1 | $1.37M | Hold |
11,900
| – | – | 0.73% | 18 |
|
|
2022
Q4 | $1.3M | Buy |
11,900
+375
| +3% | +$40.9K | 0.72% | 18 |
|
|
2022
Q3 | $948K | Buy |
11,525
+375
| +3% | +$30.8K | 1.23% | 21 |
|
|
2022
Q2 | $1.04M | Hold |
11,150
| – | – | 1.29% | 20 |
|
|
2022
Q1 | $1.24M | Buy |
11,150
+200
| +2% | +$22.3K | 1.38% | 19 |
|
|
2021
Q4 | $1.49M | Hold |
10,950
| – | – | 1.69% | 17 |
|
|
2021
Q3 | $1.46M | Buy |
+10,950
| New | +$1.46M | 1.78% | 17 |
|