Raymond James Financial’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$52.7M	Buy	195,277 +43,476	+29%	+$11.7M	0.02%	736
2025 Q1	$30.3M	Sell	151,801 -53,397	-26%	-$10.7M	0.01%	1020
2024 Q4	$56.9M	Buy	+205,198	New	+$56.9M	0.02%	656