United Capital Financial Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,120
| Closed | -$310K | – | 1071 |
|
|
2024
Q4 | $310K | Buy |
1,120
+2
| +0.2% | +$554 | ﹤0.01% | 860 |
|
|
2024
Q3 | $283K | Buy |
+1,118
| New | +$283K | ﹤0.01% | 898 |
|
|
2020
Q1 | – | Sell |
-46,524
| Closed | -$3.48M | – | 1232 |
|
|
2019
Q4 | $3.48M | Buy |
+46,524
| New | +$3.48M | 0.02% | 484 |
|
|
2019
Q3 | – | Sell |
-6,758
| Closed | -$599K | – | 1353 |
|
|
2019
Q2 | $599K | Sell |
6,758
-919
| -12% | -$81.5K | ﹤0.01% | 975 |
|
|
2019
Q1 | $699K | Sell |
7,677
-90
| -1% | -$8.2K | ﹤0.01% | 876 |
|
|
2018
Q4 | $556K | Sell |
7,767
-4,708
| -38% | -$337K | ﹤0.01% | 886 |
|
|
2018
Q3 | $1.26M | Sell |
12,475
-549
| -4% | -$55.5K | 0.01% | 716 |
|
|
2018
Q2 | $1.37M | Sell |
13,024
-34
| -0.3% | -$3.58K | 0.01% | 682 |
|
|
2018
Q1 | $1.14M | Buy |
13,058
+166
| +1% | +$14.5K | 0.01% | 744 |
|
|
2017
Q4 | $1.16M | Sell |
12,892
-85
| -0.7% | -$7.65K | 0.01% | 747 |
|
|
2017
Q3 | $1.04M | Buy |
12,977
+2,074
| +19% | +$166K | 0.01% | 767 |
|
|
2017
Q2 | $769K | Buy |
+10,903
| New | +$769K | 0.01% | 835 |
|