Arlington Trust’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Hold
699
0.04% 181
2025
Q1
$140K Hold
699
0.03% 216
2024
Q4
$194K Hold
699
0.04% 179
2024
Q3
$177K Hold
699
0.04% 182
2024
Q2
$146K Hold
699
0.03% 194
2024
Q1
$135K Hold
699
0.03% 187
2023
Q4
$120K Buy
+699
New +$120K 0.03% 202