Greenleaf Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $572K | Sell |
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|
2025
Q2 | $466K | Sell |
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|
2025
Q1 | $356K | Sell |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $204K | Buy |
|