Zions Bancorporation’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.16M | Buy |
4,190
+1,439
| +52% | +$399K | 0.07% | 212 |
|
|
2024
Q3 | $697K | Buy |
2,751
+551
| +25% | +$140K | 0.05% | 237 |
|
|
2024
Q2 | $459K | Sell |
2,200
-1,532
| -41% | -$319K | 0.04% | 248 |
|
|
2024
Q1 | $719K | Sell |
3,732
-1,927
| -34% | -$371K | 0.05% | 232 |
|
|
2023
Q4 | $968K | Sell |
5,659
-405
| -7% | -$69.3K | 0.07% | 212 |
|
|
2023
Q3 | $836K | Buy |
6,064
+484
| +9% | +$66.7K | 0.07% | 207 |
|
|
2023
Q2 | $690K | Sell |
5,580
-424
| -7% | -$52.4K | 0.06% | 226 |
|
|
2023
Q1 | $693K | Buy |
6,004
+2,500
| +71% | +$288K | 0.06% | 222 |
|
|
2022
Q4 | $382K | Sell |
3,504
-1,950
| -36% | -$213K | 0.03% | 263 |
|
|
2022
Q3 | $449K | Buy |
5,454
+74
| +1% | +$6.09K | 0.05% | 240 |
|
|
2022
Q2 | $504K | Buy |
5,380
+1,082
| +25% | +$101K | 0.05% | 236 |
|
|
2022
Q1 | $478K | Buy |
4,298
+2,048
| +91% | +$228K | 0.04% | 247 |
|
|
2021
Q4 | $306K | Buy |
2,250
+127
| +6% | +$17.3K | 0.03% | 275 |
|
|
2021
Q3 | $284K | Buy |
2,123
+126
| +6% | +$16.9K | 0.03% | 272 |
|
|
2021
Q2 | $281K | Buy |
+1,997
| New | +$281K | 0.03% | 261 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$7K | – | 964 |
|
|
2020
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 747 |
|