Sequoia Financial Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.36M	Buy	12,430 +4,985	+67%	+$1.35M	0.02%	355
2025 Q1	$1.49M	Buy	7,445 +1,016	+16%	+$203K	0.01%	504
2024 Q4	$1.78M	Buy	+6,429	New	+$1.78M	0.02%	432
2024 Q1	–	Sell	-2,064	Closed	-$353K	–	1189
2023 Q4	$353K	Buy	+2,064	New	+$353K	﹤0.01%	858