Truist Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
10,079
+265
| +3% | +$71.6K | ﹤0.01% | 1132 |
|
|
2025
Q1 | $1.96M | Buy |
9,814
+143
| +1% | +$28.6K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $2.68M | Buy |
9,671
+923
| +11% | +$256K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $2.22M | Sell |
8,748
-15
| -0.2% | -$3.8K | ﹤0.01% | 1186 |
|
|
2024
Q2 | $1.83M | Buy |
8,763
+465
| +6% | +$96.9K | ﹤0.01% | 1313 |
|
|
2024
Q1 | $1.6M | Sell |
8,298
-1,091
| -12% | -$210K | ﹤0.01% | 1387 |
|
|
2023
Q4 | $1.61M | Sell |
9,389
-1,681
| -15% | -$288K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $1.53M | Sell |
11,070
-11,089
| -50% | -$1.53M | ﹤0.01% | 1372 |
|
|
2023
Q2 | $2.74M | Sell |
22,159
-438
| -2% | -$54.1K | ﹤0.01% | 1106 |
|
|
2023
Q1 | $2.61M | Buy |
22,597
+10,968
| +94% | +$1.27M | ﹤0.01% | 1094 |
|
|
2022
Q4 | $1.27M | Sell |
11,629
-1,329
| -10% | -$145K | ﹤0.01% | 1441 |
|
|
2022
Q3 | $1.07M | Sell |
12,958
-11,557
| -47% | -$951K | ﹤0.01% | 1463 |
|
|
2022
Q2 | $2.3M | Sell |
24,515
-5,668
| -19% | -$531K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $3.36M | Sell |
30,183
-6,891
| -19% | -$767K | 0.01% | 1046 |
|
|
2021
Q4 | $5.04M | Sell |
37,074
-6,589
| -15% | -$895K | 0.01% | 879 |
|
|
2021
Q3 | $5.84M | Sell |
43,663
-4,966
| -10% | -$664K | 0.01% | 815 |
|
|
2021
Q2 | $6.85M | Buy |
48,629
+21,723
| +81% | +$3.06M | 0.01% | 760 |
|
|
2021
Q1 | $3.54M | Buy |
26,906
+5,841
| +28% | +$769K | 0.01% | 981 |
|
|
2020
Q4 | $2.31M | Sell |
21,065
-2,672
| -11% | -$293K | ﹤0.01% | 1108 |
|
|
2020
Q3 | $1.56M | Sell |
23,737
-2,222
| -9% | -$146K | ﹤0.01% | 1168 |
|
|
2020
Q2 | $1.53M | Sell |
25,959
-1,871
| -7% | -$110K | ﹤0.01% | 1131 |
|
|
2020
Q1 | $1.28M | Buy |
27,830
+171
| +0.6% | +$7.88K | ﹤0.01% | 1148 |
|
|
2019
Q4 | $2.07M | Buy |
27,659
+2,518
| +10% | +$188K | ﹤0.01% | 1114 |
|
|
2019
Q3 | $2.01M | Sell |
25,141
-427
| -2% | -$34.2K | 0.03% | 354 |
|
|
2019
Q2 | $2.27M | Sell |
25,568
-1,483
| -5% | -$131K | 0.04% | 333 |
|
|
2019
Q1 | $2.46M | Sell |
27,051
-1,055
| -4% | -$96K | 0.04% | 323 |
|
|
2018
Q4 | $2.01M | Sell |
28,106
-1,651
| -6% | -$118K | 0.04% | 336 |
|
|
2018
Q3 | $2.99M | Sell |
29,757
-1,236
| -4% | -$124K | 0.05% | 308 |
|
|
2018
Q2 | $3.27M | Sell |
30,993
-1,919
| -6% | -$202K | 0.06% | 288 |
|
|
2018
Q1 | $2.87M | Sell |
32,912
-4,773
| -13% | -$416K | 0.05% | 310 |
|
|
2017
Q4 | $3.39M | Sell |
37,685
-3,088
| -8% | -$278K | 0.06% | 289 |
|
|
2017
Q3 | $3.27M | Sell |
40,773
-4,980
| -11% | -$400K | 0.06% | 287 |
|
|
2017
Q2 | $3.23M | Sell |
45,753
-4,576
| -9% | -$323K | 0.06% | 295 |
|
|
2017
Q1 | $3.92M | Sell |
50,329
-2,978
| -6% | -$232K | 0.08% | 273 |
|
|
2016
Q4 | $3.66M | Sell |
53,307
-551
| -1% | -$37.9K | 0.07% | 279 |
|
|
2016
Q3 | $2.77M | Sell |
53,858
-340
| -0.6% | -$17.5K | 0.06% | 326 |
|
|
2016
Q2 | $2.4M | Buy |
+54,198
| New | +$2.4M | 0.05% | 339 |
|