Xponance’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
4,105
-33
| -0.8% | -$8.91K | 0.01% | 671 |
|
|
2025
Q1 | $826K | Sell |
4,138
-5
| -0.1% | -$999 | 0.01% | 764 |
|
|
2024
Q4 | $1.15M | Buy |
4,143
+198
| +5% | +$54.9K | 0.01% | 676 |
|
|
2024
Q3 | $999K | Buy |
3,945
+28
| +0.7% | +$7.09K | 0.01% | 700 |
|
|
2024
Q2 | $816K | Sell |
3,917
-391
| -9% | -$81.5K | 0.01% | 741 |
|
|
2024
Q1 | $830K | Buy |
4,308
+20
| +0.5% | +$3.85K | 0.01% | 773 |
|
|
2023
Q4 | $733K | Sell |
4,288
-6
| -0.1% | -$1.03K | 0.01% | 789 |
|
|
2023
Q3 | $592K | Sell |
4,294
-37
| -0.9% | -$5.1K | 0.01% | 822 |
|
|
2023
Q2 | $535K | Sell |
4,331
-435
| -9% | -$53.8K | 0.01% | 883 |
|
|
2023
Q1 | $550K | Buy |
4,766
+17
| +0.4% | +$1.96K | 0.01% | 895 |
|
|
2022
Q4 | $518K | Buy |
4,749
+489
| +11% | +$53.3K | 0.01% | 884 |
|
|
2022
Q3 | $350K | Sell |
4,260
-508
| -11% | -$41.7K | 0.01% | 959 |
|
|
2022
Q2 | $446K | Buy |
4,768
+506
| +12% | +$47.3K | 0.01% | 897 |
|
|
2022
Q1 | $474K | Sell |
4,262
-60
| -1% | -$6.67K | 0.01% | 914 |
|
|
2021
Q4 | $587K | Sell |
4,322
-120
| -3% | -$16.3K | 0.01% | 842 |
|
|
2021
Q3 | $594K | Sell |
4,442
-345
| -7% | -$46.1K | 0.01% | 800 |
|
|
2021
Q2 | $674K | Buy |
4,787
+354
| +8% | +$49.8K | 0.01% | 773 |
|
|
2021
Q1 | $584K | Buy |
4,433
+184
| +4% | +$24.2K | 0.01% | 702 |
|
|
2020
Q4 | $466K | Sell |
4,249
-40
| -0.9% | -$4.39K | 0.01% | 778 |
|
|
2020
Q3 | $281K | Buy |
4,289
+642
| +18% | +$42.1K | 0.01% | 881 |
|
|
2020
Q2 | $215K | Buy |
+3,647
| New | +$215K | 0.01% | 945 |
|