Tower Research Capital (TRC)’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
3,235
+1,660
| +105% | +$448K | 0.02% | 608 |
|
|
2025
Q1 | $315K | Sell |
1,575
-846
| -35% | -$169K | 0.01% | 1114 |
|
|
2024
Q4 | $671K | Buy |
2,421
+616
| +34% | +$171K | 0.01% | 874 |
|
|
2024
Q3 | $457K | Buy |
1,805
+793
| +78% | +$201K | 0.01% | 930 |
|
|
2024
Q2 | $211K | Sell |
1,012
-636
| -39% | -$133K | ﹤0.01% | 2031 |
|
|
2024
Q1 | $317K | Sell |
1,648
-2,387
| -59% | -$460K | 0.01% | 1125 |
|
|
2023
Q4 | $690K | Buy |
4,035
+3,138
| +350% | +$537K | 0.01% | 1123 |
|
|
2023
Q3 | $124K | Sell |
897
-1,220
| -58% | -$168K | ﹤0.01% | 1822 |
|
|
2023
Q2 | $262K | Sell |
2,117
-1,616
| -43% | -$200K | 0.01% | 1366 |
|
|
2023
Q1 | $430K | Buy |
3,733
+2,160
| +137% | +$249K | 0.01% | 924 |
|
|
2022
Q4 | $171K | Sell |
1,573
-460
| -23% | -$50K | 0.01% | 1413 |
|
|
2022
Q3 | $167K | Sell |
2,033
-444
| -18% | -$36.5K | ﹤0.01% | 2098 |
|
|
2022
Q2 | $232K | Buy |
2,477
+1,543
| +165% | +$145K | 0.01% | 1656 |
|
|
2022
Q1 | $104K | Sell |
934
-1,220
| -57% | -$136K | ﹤0.01% | 2167 |
|
|
2021
Q4 | $292K | Sell |
2,154
-669
| -24% | -$90.7K | 0.01% | 1497 |
|
|
2021
Q3 | $378K | Sell |
2,823
-894
| -24% | -$120K | 0.01% | 1191 |
|
|
2021
Q2 | $523K | Sell |
3,717
-1,339
| -26% | -$188K | 0.01% | 1155 |
|
|
2021
Q1 | $666K | Buy |
5,056
+3,073
| +155% | +$405K | 0.01% | 1006 |
|
|
2020
Q4 | $217K | Buy |
1,983
+1,141
| +136% | +$125K | 0.01% | 1638 |
|
|
2020
Q3 | $55K | Sell |
842
-2,558
| -75% | -$167K | ﹤0.01% | 3496 |
|
|
2020
Q2 | $200K | Buy |
3,400
+1,727
| +103% | +$102K | 0.01% | 1785 |
|
|
2020
Q1 | $77K | Buy |
1,673
+859
| +106% | +$39.5K | ﹤0.01% | 1096 |
|
|
2019
Q4 | $61K | Buy |
814
+662
| +436% | +$49.6K | 0.01% | 1213 |
|
|
2019
Q3 | $12K | Sell |
152
-22,133
| -99% | -$1.75M | ﹤0.01% | 2817 |
|
|
2019
Q2 | $1.97M | Buy |
22,285
+18,959
| +570% | +$1.68M | 0.13% | 118 |
|
|
2019
Q1 | $303K | Buy |
3,326
+3,136
| +1,651% | +$286K | 0.02% | 924 |
|
|
2018
Q4 | $14K | Sell |
190
-3,387
| -95% | -$250K | ﹤0.01% | 2199 |
|
|
2018
Q3 | $359K | Buy |
3,577
+1,739
| +95% | +$175K | 0.03% | 662 |
|
|
2018
Q2 | $194K | Sell |
1,838
-4,973
| -73% | -$525K | 0.01% | 1082 |
|
|
2018
Q1 | $594K | Buy |
6,811
+6,592
| +3,010% | +$575K | 0.05% | 391 |
|
|
2017
Q4 | $20K | Sell |
219
-5,001
| -96% | -$457K | ﹤0.01% | 2062 |
|
|
2017
Q3 | $419K | Buy |
+5,220
| New | +$419K | 0.03% | 318 |
|
|
2017
Q1 | – | Sell |
-909
| Closed | -$62K | – | 3272 |
|
|
2016
Q4 | $62K | Buy |
+909
| New | +$62K | 0.01% | 1279 |
|
|
2016
Q3 | – | Sell |
-4,413
| Closed | -$195K | – | 3841 |
|
|
2016
Q2 | $195K | Buy |
4,413
+4,408
| +88,160% | +$195K | 0.02% | 676 |
|
|
2016
Q1 | $0 | Sell |
5
-95
| -95% | – | ﹤0.01% | 4336 |
|
|
2015
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2961 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 4216 |
|
|
2015
Q2 | – | Sell |
-1,298
| Closed | -$67K | – | 4551 |
|
|
2015
Q1 | $67K | Buy |
1,298
+1,268
| +4,227% | +$65.5K | 0.01% | 1230 |
|
|
2014
Q4 | $2K | Sell |
30
-138
| -82% | -$9.2K | ﹤0.01% | 3332 |
|
|
2014
Q3 | $8K | Buy |
+168
| New | +$8K | ﹤0.01% | 2973 |
|
|
2014
Q2 | – | Sell |
-52
| Closed | -$3K | – | 4202 |
|
|
2014
Q1 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 3612 |
|
|
2013
Q4 | – | Sell |
-3,360
| Closed | -$165K | – | 4580 |
|
|
2013
Q3 | $165K | Buy |
+3,360
| New | +$165K | 0.02% | 888 |
|