Virtu 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 | $1.37M | Buy |
+5,054
| New | +$1.37M | 0.07% | 251 |
|
2024
Q2 | – | Sell |
-3,703
| Closed | -$713K | – | 1465 |
|
2024
Q1 | $713K | Buy |
3,703
+2,193
| +145% | +$422K | 0.05% | 312 |
|
2023
Q4 | $258K | Buy |
+1,510
| New | +$258K | 0.02% | 678 |
|
2022
Q3 | – | Sell |
-14,465
| Closed | -$1.35M | – | 1868 |
|
2022
Q2 | $1.35M | Buy |
14,465
+11,466
| +382% | +$1.07M | 0.12% | 160 |
|
2022
Q1 | $334K | Buy |
2,999
+529
| +21% | +$58.9K | 0.02% | 543 |
|
2021
Q4 | $336K | Buy |
+2,470
| New | +$336K | 0.03% | 557 |
|
2021
Q2 | – | Sell |
-5,393
| Closed | -$710K | – | 1666 |
|
2021
Q1 | $710K | Buy |
5,393
+3,061
| +131% | +$403K | 0.05% | 357 |
|
2020
Q4 | $256K | Buy |
+2,332
| New | +$256K | 0.03% | 722 |
|
2019
Q4 | – | Sell |
-7,275
| Closed | -$583K | – | 1541 |
|
2019
Q3 | $583K | Sell |
7,275
-6,886
| -49% | -$552K | 0.05% | 456 |
|
2019
Q2 | $1.26M | Buy |
+14,161
| New | +$1.26M | 0.07% | 214 |
|
2018
Q3 | – | Sell |
-3,553
| Closed | -$375K | – | 1707 |
|
2018
Q2 | $375K | Buy |
+3,553
| New | +$375K | 0.02% | 985 |
|
2018
Q1 | – | Sell |
-3,450
| Closed | -$311K | – | 2128 |
|
2017
Q4 | $311K | Buy |
+3,450
| New | +$311K | 0.02% | 1234 |
|