Salem Investment Counselors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.3K Hold
75
﹤0.01% 714
2025
Q1
$15K Hold
75
﹤0.01% 766
2024
Q4
$20.8K Hold
75
﹤0.01% 713
2024
Q3
$19K Hold
75
﹤0.01% 739
2024
Q2
$15.6K Hold
75
﹤0.01% 762
2024
Q1
$14.4K Hold
75
﹤0.01% 771
2023
Q4
$12.8K Hold
75
﹤0.01% 768
2023
Q3
$10.3K Hold
75
﹤0.01% 787
2023
Q2
$9.27K Hold
75
﹤0.01% 835
2023
Q1
$8.65K Hold
75
﹤0.01% 837
2022
Q4
$8.18K Hold
75
﹤0.01% 812
2022
Q3
$6K Hold
75
﹤0.01% 836
2022
Q2
$7K Hold
75
﹤0.01% 839
2022
Q1
$8K Hold
75
﹤0.01% 785
2021
Q4
$10K Hold
75
﹤0.01% 829
2021
Q3
$10K Hold
75
﹤0.01% 756
2021
Q2
$11K Hold
75
﹤0.01% 700
2021
Q1
$10K Buy
+75
New +$10K ﹤0.01% 673