Steward Partners Investment Advisory’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6K | Buy |
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|
2025
Q1 | $16.5K | Sell |
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|
2024
Q4 | $2.69M | Buy |
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|
2024
Q3 | $16.8K | Sell |
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|
2024
Q2 | $18.8K | Sell |
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|
2024
Q1 | $50.1K | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $198K | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $198K | Sell |
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|
2022
Q4 | $194K | Buy |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $43.6K | Buy |
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|
2020
Q4 | $3K | Sell |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $11K | Sell |
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|
2019
Q4 | $710K | Sell |
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|
2019
Q3 | $765K | Buy |
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|
2019
Q2 | $843K | Sell |
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|
2019
Q1 | $871K | Buy |
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|
2018
Q4 | $683K | Sell |
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|
2018
Q3 | $964K | Buy |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $835K | Buy |
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|
2017
Q4 | $851K | Buy |
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|
2017
Q3 | $739K | Buy |
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|
2017
Q2 | $641K | Buy |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $13K | Buy |
|