Atomi Financial Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Buy	+898	New	+$242K	0.01%	933
2025 Q1	–	Sell	-898	Closed	-$249K	–	1047
2024 Q4	$249K	Buy	898 +19	+2%	+$5.27K	0.01%	813
2024 Q3	$223K	Buy	+879	New	+$223K	0.01%	806