LRI Investments’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$34.9K Hold
2025
Q1
$25.8K Sell
2024
Q4
$38.2K Hold
2024
Q3
$41.3K Sell
2024
Q2
$31.2K Buy
2024
Q1
$22.7K Buy