Capital Advisors Ltd’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1K	Buy	+2	New	+$1K	﹤0.01%	1180
2022 Q4	–	Sell	-14	Closed	-$1K	–	1331
2022 Q3	$1K	Buy	14 +8	+133%	+$571	﹤0.01%	1007
2022 Q2	$1K	Buy	+6	New	+$1K	﹤0.01%	776