Principal Securities’s Evercore EVR Stock Holding History

Principal Securities’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 Q2	$30K	Buy
2025 Q1	$25.2K	Hold
2024 Q4	$25.2K	Buy
2024 Q3	$15.7K	Sell
2024 Q2	$23.1K	Sell
2024 Q1	$181K	Sell
2023 Q4	$274K	Buy