LGT 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
Q1 | – | Sell |
-79
| Closed | -$21.9K | – | 441 |
|
|
2024
Q4 | $21.9K | Hold |
79
| – | – | 0.05% | 294 |
|
|
2024
Q3 | $20K | Hold |
79
| – | – | 0.05% | 281 |
|
|
2024
Q2 | $16.5K | Hold |
79
| – | – | 0.03% | 357 |
|
|
2024
Q1 | $15.2K | Hold |
79
| – | – | 0.02% | 416 |
|
|
2023
Q4 | $13.5K | Hold |
79
| – | – | 0.02% | 431 |
|
|
2023
Q3 | $10.9K | Buy |
+79
| New | +$10.9K | 0.01% | 463 |
|