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Summit Financial’s Evercore EVR Stock Holding History

Summit Financial’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$581K Buy
2,151
+603
+39% +$163K 0.01% 541
2025
Q1 		$309K Buy
1,548
+586
+61% +$117K 0.01% 601
2024
Q4 		$267K Buy
+962
New +$267K 0.01% 560