LGT Financial Advisors’s Evercore EVR Stock Holding History

LGT Financial Advisors’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$21.9K	Hold
2024 Q3	$20K	Hold
2024 Q2	$16.5K	Hold
2024 Q1	$15.2K	Hold
2023 Q4	$13.5K	Hold
2023 Q3	$10.9K	Buy