Legacy Capital Group California’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,435	Closed	-$287K	–	335
2025 Q1	$287K	Buy	1,435 +361	+34%	+$72.1K	0.1%	236
2024 Q4	$298K	Buy	1,074 +210	+24%	+$58.2K	0.09%	246
2024 Q3	$219K	Buy	+864	New	+$219K	0.07%	290