Sargent Investment 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	$2.1M	Sell	7,004 -19	-0.3%	-$5.69K	0.28%	68
2025 Q1	$1.4M	Sell	7,023 -1,526	-18%	-$305K	0.22%	77
2024 Q4	$2.23M	Buy	+8,549	New	+$2.23M	0.36%	57