Legend Financial Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$866K	Buy	3,206 +24	+0.8%	+$6.48K	0.58%	25
2025 Q1	$636K	Buy	+3,182	New	+$636K	0.47%	29