TFC Financial Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1	Closed	-$200	–	1014
2025 Q1	$200	Hold	1	–	–	﹤0.01%	725
2024 Q4	$278	Hold	1	–	–	﹤0.01%	717
2024 Q3	$254	Hold	1	–	–	﹤0.01%	727
2024 Q2	$209	Buy	+1	New	+$209	﹤0.01%	720