Valley National Advisers’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
5,777
-342
| -6% | -$92.3K | 0.25% | 102 |
|
|
2025
Q1 | $1.22M | Sell |
6,119
-35
| -0.6% | -$6.98K | 0.22% | 114 |
|
|
2024
Q4 | $1.71M | Sell |
6,154
-690
| -10% | -$191K | 0.31% | 87 |
|
|
2024
Q3 | $1.73M | Sell |
6,844
-5,626
| -45% | -$1.42M | 0.31% | 93 |
|
|
2024
Q2 | $2.6M | Sell |
12,470
-437
| -3% | -$91K | 0.39% | 60 |
|
|
2024
Q1 | $2.49M | Sell |
12,907
-686
| -5% | -$132K | 0.38% | 64 |
|
|
2023
Q4 | $2.32M | Sell |
13,593
-771
| -5% | -$132K | 0.37% | 60 |
|
|
2023
Q3 | $1.98M | Sell |
14,364
-892
| -6% | -$123K | 0.35% | 60 |
|
|
2023
Q2 | $1.89M | Sell |
15,256
-813
| -5% | -$101K | 0.32% | 63 |
|
|
2023
Q1 | $1.96M | Buy |
16,069
+224
| +1% | +$27.4K | 0.35% | 64 |
|
|
2022
Q4 | $2M | Sell |
15,845
-538
| -3% | -$68K | 0.36% | 66 |
|
|
2022
Q3 | $1.51M | Buy |
16,383
+994
| +6% | +$91.7K | 0.31% | 72 |
|
|
2022
Q2 | $1.44M | Buy |
15,389
+1,043
| +7% | +$97.6K | 0.3% | 68 |
|
|
2022
Q1 | $1.6M | Buy |
14,346
+8,102
| +130% | +$902K | 0.31% | 73 |
|
|
2021
Q4 | $848K | Buy |
6,244
+790
| +14% | +$107K | 0.16% | 125 |
|
|
2021
Q3 | $729K | Buy |
5,454
+97
| +2% | +$13K | 0.13% | 134 |
|
|
2021
Q2 | $754K | Hold |
5,357
| – | – | 0.14% | 129 |
|
|
2021
Q1 | $706K | Sell |
5,357
-17
| -0.3% | -$2.24K | 0.14% | 127 |
|
|
2020
Q4 | $589K | Buy |
+5,374
| New | +$589K | 0.12% | 130 |
|