Summit Securities Group’s Evercore EVR Stock Holding History

Summit Securities Group’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Buy
2025 Q1	$200	Buy
2014 Q2	–	Sell
2014 Q1	$0	Buy
2013 Q3	–	Sell
2013 Q2	$8K	Buy