First Horizon Advisors’s Evercore EVR Stock Holding History

First Horizon Advisors’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$76.1K	Sell	282 -168	-37%	-$45.4K	﹤0.01%	809
2025 Q1	$89.9K	Buy	450 +137	+44%	+$27.4K	﹤0.01%	708
2024 Q4	$86.8K	Hold	313	–	–	﹤0.01%	737
2024 Q3	$79.3K	Hold	313	–	–	﹤0.01%	803
2024 Q2	$65.2K	Sell	313 -10	-3%	-$2.08K	﹤0.01%	816
2024 Q1	$62.2K	Hold	323	–	–	﹤0.01%	854
2023 Q4	$55.2K	Hold	323	–	–	﹤0.01%	891
2023 Q3	$44.5K	Sell	323 -20	-6%	-$2.76K	﹤0.01%	902
2023 Q2	$42.4K	Hold	343	–	–	﹤0.01%	953
2023 Q1	$39.6K	Buy	343 +37	+12%	+$4.27K	﹤0.01%	997
2022 Q4	$33.4K	Sell	306 -458	-60%	-$50K	﹤0.01%	1044
2022 Q3	$63K	Sell	764 -428	-36%	-$35.3K	﹤0.01%	753
2022 Q2	$112K	Buy	1,192 +868	+268%	+$81.6K	﹤0.01%	627
2022 Q1	$36K	Sell	324 -21	-6%	-$2.33K	﹤0.01%	721
2021 Q4	$46K	Hold	345	–	–	﹤0.01%	947
2021 Q3	$45K	Buy	+345	New	+$45K	﹤0.01%	946
2020 Q4	–	Sell	-92	Closed	-$6K	–	1484
2020 Q3	$6K	Sell	92 -136	-60%	-$8.87K	﹤0.01%	1127
2020 Q2	$13K	Hold	228	–	–	﹤0.01%	932
2020 Q1	$10K	Sell	228 -198	-46%	-$8.68K	﹤0.01%	930
2019 Q4	$31K	Buy	426 +92	+28%	+$6.7K	﹤0.01%	712
2019 Q3	$25K	Hold	334	–	–	﹤0.01%	765
2019 Q2	$28K	Sell	334 -2	-0.6%	-$168	﹤0.01%	748
2019 Q1	$29K	Hold	336	–	–	﹤0.01%	685
2018 Q4	$23K	Buy	336 +126	+60%	+$8.63K	﹤0.01%	736
2018 Q3	$21K	Hold	210	–	–	﹤0.01%	861
2018 Q2	$22K	Hold	210	–	–	﹤0.01%	864
2018 Q1	$18K	Hold	210	–	–	﹤0.01%	825
2017 Q4	$18K	Hold	210	–	–	﹤0.01%	837
2017 Q3	$16K	Hold	210	–	–	﹤0.01%	854
2017 Q2	$15K	Sell	210 -90	-30%	-$6.43K	﹤0.01%	859
2017 Q1	$21K	Buy	+300	New	+$21K	﹤0.01%	790
2014 Q4	–	Sell	-330	Closed	-$15K	–	1506
2014 Q3	$15K	Buy	330 +17	+5%	+$773	﹤0.01%	920
2014 Q2	$15K	Hold	313	–	–	﹤0.01%	922
2014 Q1	$16K	Hold	313	–	–	﹤0.01%	836
2013 Q4	$16K	Hold	313	–	–	﹤0.01%	807
2013 Q3	$15K	Hold	313	–	–	﹤0.01%	734
2013 Q2	$12K	Buy	+313	New	+$12K	0.01%	479