BOK Financial Private Wealth’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$736K	Buy	2,725 +871	+47%	+$235K	0.05%	105
2025 Q1	$370K	Buy	+1,854	New	+$370K	0.03%	139
2023 Q2	–	Sell	-21	Closed	-$2.42K	–	390
2023 Q1	$2.42K	Buy	+21	New	+$2.42K	﹤0.01%	409