Valeo 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
Q2 | $248K | Buy |
+920
| New | +$248K | 0.01% | 634 |
|
|
2025
Q1 | – | Sell |
-920
| Closed | -$255K | – | 689 |
|
|
2024
Q4 | $255K | Sell |
920
-100
| -10% | -$27.7K | 0.01% | 574 |
|
|
2024
Q3 | $258K | Sell |
1,020
-500
| -33% | -$127K | 0.01% | 570 |
|
|
2024
Q2 | $317K | Sell |
1,520
-100
| -6% | -$20.8K | 0.01% | 506 |
|
|
2024
Q1 | $302K | Buy |
+1,620
| New | +$302K | 0.01% | 500 |
|
|
2021
Q2 | – | Sell |
-29
| Closed | -$4K | – | 845 |
|
|
2021
Q1 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 1527 |
|
|
2020
Q3 | – | Sell |
-95
| Closed | -$6K | – | 1691 |
|
|
2020
Q2 | $6K | Buy |
95
+66
| +228% | +$4.17K | ﹤0.01% | 1369 |
|
|
2020
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1461 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$2K | – | 1558 |
|
|
2018
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1447 |
|
|
2018
Q2 | – | Sell |
-73
| Closed | -$6K | – | 1651 |
|
|
2018
Q1 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 1066 |
|