Avantax Advisory Services’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$497K	Buy	+1,842	New	+$497K	﹤0.01%	1586
2025 Q1	–	Sell	-866	Closed	-$240K	–	2257
2024 Q4	$240K	Buy	866 +52	+6%	+$14.4K	﹤0.01%	1938
2024 Q3	$206K	Buy	+814	New	+$206K	﹤0.01%	1994