New Century 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 Q1	–	Sell	-1,400	Closed	-$389K	–	187
2024 Q4	$389K	Sell	1,400 -220	-14%	-$61.1K	0.17%	167
2024 Q3	$410K	Sell	1,620 -54	-3%	-$13.7K	0.15%	179
2024 Q2	$349K	Buy	+1,674	New	+$349K	0.15%	179