Vident Advisory’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
2,541
-2,333
| -48% | -$630K | 0.01% | 890 |
|
|
2025
Q1 | $973K | Buy |
4,874
+16
| +0.3% | +$3.2K | 0.01% | 729 |
|
|
2024
Q4 | $1.35M | Buy |
4,858
+2,282
| +89% | +$633K | 0.02% | 538 |
|
|
2024
Q3 | $653K | Buy |
2,576
+21
| +0.8% | +$5.32K | 0.02% | 806 |
|
|
2024
Q2 | $533K | Sell |
2,555
-231
| -8% | -$48.2K | 0.01% | 843 |
|
|
2024
Q1 | $537K | Sell |
2,786
-15
| -0.5% | -$2.89K | 0.01% | 797 |
|
|
2023
Q4 | $479K | Sell |
2,801
-234
| -8% | -$40K | 0.01% | 795 |
|
|
2023
Q3 | $418K | Buy |
+3,035
| New | +$418K | 0.01% | 761 |
|