Cambridge Investment Research Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$331K	Sell	1,108 -59	-5%	-$19.3K	﹤0.01%	3191
2025 Q4	$397K	Sell	1,167 -177	-13%	-$56.9K	﹤0.01%	2938
2025 Q3	$453K	Sell	1,344 -29	-2%	-$9.09K	﹤0.01%	2763
2025 Q2	$371K	Sell	1,373 -787	-36%	-$173K	﹤0.01%	2805
2025 Q1	$431K	Sell	2,160 -668	-24%	-$166K	﹤0.01%	2571
2024 Q4	$784K	Buy	2,828 +1,018	+56%	+$288K	﹤0.01%	2061
2024 Q3	$459K	Buy	1,810 +340	+23%	+$80.9K	﹤0.01%	2478
2024 Q2	$306K	Sell	1,470 -93	-6%	-$18.1K	﹤0.01%	2689
2024 Q1	$301K	Buy	1,563 +87	+6%	+$15.7K	﹤0.01%	2699
2023 Q4	$252K	Sell	1,476 -3,880	-72%	-$562K	﹤0.01%	2724
2023 Q3	$738K	Buy	5,356 +3,619	+208%	+$491K	﹤0.01%	1773
2023 Q2	$215K	Buy	+1,737	New	+$200K	﹤0.01%	2813
2022 Q1	–	Sell	-2,419	Closed	-$329K	–	3201
2021 Q4	$329K	Buy	2,419 +680	+39%	+$99.2K	﹤0.01%	2441
2021 Q3	$232K	Sell	1,739 -54	-3%	-$7.34K	﹤0.01%	2678
2021 Q2	$252K	Sell	1,793 -55	-3%	-$7.69K	﹤0.01%	2605
2021 Q1	$243K	Buy	+1,848	New	+$226K	﹤0.01%	2450
2017 Q2	–	Sell	-3,309	Closed	-$258K	–	1943
2017 Q1	$258K	Buy	+3,309	New	+$257K	﹤0.01%	1476