Stifel Financial’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 | $6.62M | Sell |
|
|||||
|
2025
Q1 | $8.5M | Buy |
|
|||||
|
2024
Q4 | $8.57M | Buy |
|
|||||
|
2024
Q3 | $5.92M | Buy |
|
|||||
|
2024
Q2 | $2.48M | Sell |
|
|||||
|
2024
Q1 | $2.42M | Buy |
|
|||||
|
2023
Q4 | $1.24M | Sell |
|
|||||
|
2023
Q3 | $1.09M | Sell |
|
|||||
|
2023
Q2 | $1.4M | Sell |
|
|||||
|
2023
Q1 | $1.8M | Sell |
|
|||||
|
2022
Q4 | $1.81M | Sell |
|
|||||
|
2022
Q3 | $2.51M | Buy |
|
|||||
|
2022
Q2 | $2.77M | Buy |
|
|||||
|
2022
Q1 | $3.13M | Sell |
|
|||||
|
2021
Q4 | $3.82M | Sell |
|
|||||
|
2021
Q3 | $3.83M | Sell |
|
|||||
|
2021
Q2 | $4.31M | Buy |
|
|||||
|
2021
Q1 | $3.63M | Buy |
|
|||||
|
2020
Q4 | $2.7M | Sell |
|
|||||
|
2020
Q3 | $1.73M | Buy |
|
|||||
|
2020
Q2 | $1.31M | Buy |
|
|||||
|
2020
Q1 | $693K | Buy |
|
|||||
|
2019
Q4 | $963K | Sell |
|
|||||
|
2019
Q3 | $1.13M | Sell |
|
|||||
|
2019
Q2 | $10.1M | Sell |
|
|||||
|
2019
Q1 | $10.5M | Buy |
|
|||||
|
2018
Q4 | $450K | Sell |
|
|||||
|
2018
Q3 | $1.17M | Sell |
|
|||||
|
2018
Q2 | $11M | Buy |
|
|||||
|
2018
Q1 | $8.58M | Buy |
|
|||||
|
2017
Q4 | $573K | Buy |
|
|||||
|
2017
Q3 | $503K | Sell |
|
|||||
|
2017
Q2 | $444K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $1.05M | Buy |
|
|||||
|
2014
Q2 | $551K | Buy |
|
|||||
|
2014
Q1 | $472K | Buy |
|