Bleakley 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 Q1	–	Sell	-995	Closed	-$276K	–	654
2024 Q4	$276K	Sell	995 -40	-4%	-$11.1K	0.01%	827
2024 Q3	$262K	Buy	1,035 +27	+3%	+$6.84K	0.01%	829
2024 Q2	$210K	Buy	+1,008	New	+$210K	0.01%	880