Merit Financial Group’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$832K Buy
3,083
+26
+0.9% +$7.02K 0.01% 874
2025
Q1
$611K Buy
3,057
+2,183
+250% +$436K 0.01% 844
2024
Q4
$242K Buy
+874
New +$242K ﹤0.01% 1015