Summit Securities Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
927
+926
| +92,600% | +$250K | 0.05% | 135 |
|
|
2025
Q1 | $200 | Buy |
+1
| New | +$200 | ﹤0.01% | 599 |
|
|
2014
Q2 | – | Sell |
-1
| Closed | – | – | 502 |
|
|
2014
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 377 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$8K | – | 349 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 275 |
|