Steward Partners Investment Advisory’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6K | Buy |
209
+127
| +155% | +$34.4K | ﹤0.01% | 2410 |
|
|
2025
Q1 | $16.5K | Sell |
82
-9,634
| -99% | -$1.93M | ﹤0.01% | 2891 |
|
|
2024
Q4 | $2.69M | Buy |
9,716
+9,650
| +14,621% | +$2.67M | 0.02% | 549 |
|
|
2024
Q3 | $16.8K | Sell |
66
-24
| -27% | -$6.1K | ﹤0.01% | 2732 |
|
|
2024
Q2 | $18.8K | Sell |
90
-170
| -65% | -$35.5K | ﹤0.01% | 2563 |
|
|
2024
Q1 | $50.1K | Sell |
260
-1,056
| -80% | -$203K | ﹤0.01% | 2118 |
|
|
2023
Q4 | $225K | Sell |
1,316
-120
| -8% | -$20.5K | ﹤0.01% | 1330 |
|
|
2023
Q3 | $198K | Sell |
1,436
-328
| -19% | -$45.2K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $218K | Buy |
1,764
+47
| +3% | +$5.81K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $198K | Sell |
1,717
-61
| -3% | -$7.04K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $194K | Buy |
1,778
+91
| +5% | +$9.93K | ﹤0.01% | 1251 |
|
|
2022
Q3 | $139K | Buy |
1,687
+1,650
| +4,459% | +$136K | ﹤0.01% | 1358 |
|
|
2022
Q2 | $3K | Buy |
37
+6
| +19% | +$486 | ﹤0.01% | 2906 |
|
|
2022
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 2943 |
|
|
2021
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 2874 |
|
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 2856 |
|
|
2021
Q2 | $4K | Sell |
31
-300
| -91% | -$38.7K | ﹤0.01% | 6679 |
|
|
2021
Q1 | $43.6K | Buy |
331
+300
| +968% | +$39.5K | ﹤0.01% | 2065 |
|
|
2020
Q4 | $3K | Sell |
31
-199
| -87% | -$19.3K | ﹤0.01% | 2618 |
|
|
2020
Q3 | $15K | Hold |
230
| – | – | ﹤0.01% | 1978 |
|
|
2020
Q2 | $14K | Sell |
230
-19
| -8% | -$1.16K | ﹤0.01% | 1894 |
|
|
2020
Q1 | $11K | Sell |
249
-9,251
| -97% | -$409K | ﹤0.01% | 1815 |
|
|
2019
Q4 | $710K | Sell |
9,500
-53
| -0.6% | -$3.96K | 0.02% | 537 |
|
|
2019
Q3 | $765K | Buy |
9,553
+32
| +0.3% | +$2.56K | 0.03% | 475 |
|
|
2019
Q2 | $843K | Sell |
9,521
-57
| -0.6% | -$5.05K | 0.03% | 423 |
|
|
2019
Q1 | $871K | Buy |
9,578
+23
| +0.2% | +$2.09K | 0.04% | 391 |
|
|
2018
Q4 | $683K | Sell |
9,555
-30
| -0.3% | -$2.14K | 0.03% | 412 |
|
|
2018
Q3 | $964K | Buy |
9,585
+30
| +0.3% | +$3.02K | 0.05% | 350 |
|
|
2018
Q2 | $1.01M | Sell |
9,555
-22
| -0.2% | -$2.32K | 0.06% | 298 |
|
|
2018
Q1 | $835K | Buy |
9,577
+114
| +1% | +$9.94K | 0.06% | 298 |
|
|
2017
Q4 | $851K | Buy |
9,463
+244
| +3% | +$21.9K | 0.07% | 261 |
|
|
2017
Q3 | $739K | Buy |
9,219
+120
| +1% | +$9.62K | 0.08% | 232 |
|
|
2017
Q2 | $641K | Buy |
9,099
+8,511
| +1,447% | +$600K | 0.07% | 238 |
|
|
2017
Q1 | $45K | Buy |
588
+388
| +194% | +$29.7K | 0.01% | 572 |
|
|
2016
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 512 |
|