Tradewinds Capital 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	$14.9K	Hold	55	–	–	﹤0.01%	307
2025 Q1	$11K	Hold	55	–	–	﹤0.01%	351
2024 Q4	$15.2K	Hold	55	–	–	﹤0.01%	325
2024 Q3	$13.9K	Hold	55	–	–	﹤0.01%	314
2024 Q2	$11.5K	Hold	55	–	–	﹤0.01%	322
2024 Q1	$10.6K	Hold	55	–	–	﹤0.01%	313
2023 Q4	$9.41K	Hold	55	–	–	﹤0.01%	253
2023 Q3	$7.58K	Hold	55	–	–	﹤0.01%	254
2023 Q2	$6.8K	Hold	55	–	–	﹤0.01%	256
2023 Q1	$6.35K	Hold	55	–	–	﹤0.01%	266
2022 Q4	$6K	Hold	55	–	–	﹤0.01%	253
2022 Q3	$5K	Hold	55	–	–	﹤0.01%	261
2022 Q2	$5K	Hold	55	–	–	﹤0.01%	270
2022 Q1	$6K	Hold	55	–	–	﹤0.01%	536
2021 Q4	$7K	Hold	55	–	–	﹤0.01%	531
2021 Q3	$7K	Hold	55	–	–	﹤0.01%	510
2021 Q2	$8K	Hold	55	–	–	﹤0.01%	508
2021 Q1	$7K	Hold	55	–	–	﹤0.01%	497
2020 Q4	$6K	Hold	55	–	–	﹤0.01%	487
2020 Q3	$4K	Hold	55	–	–	﹤0.01%	501
2020 Q2	$3K	Hold	55	–	–	﹤0.01%	523
2020 Q1	$3K	Hold	55	–	–	﹤0.01%	500
2019 Q4	$4K	Hold	55	–	–	﹤0.01%	520
2019 Q3	$4K	Hold	55	–	–	﹤0.01%	467
2019 Q2	$5K	Hold	55	–	–	﹤0.01%	448
2019 Q1	$5K	Hold	55	–	–	﹤0.01%	459
2018 Q4	$4K	Hold	55	–	–	﹤0.01%	487
2018 Q3	$6K	Hold	55	–	–	﹤0.01%	475
2018 Q2	$6K	Hold	55	–	–	﹤0.01%	474
2018 Q1	$5K	Hold	55	–	–	﹤0.01%	471
2017 Q4	$5K	Hold	55	–	–	﹤0.01%	499
2017 Q3	$4K	Hold	55	–	–	﹤0.01%	507
2017 Q2	$4K	Hold	55	–	–	﹤0.01%	502
2017 Q1	$4K	Buy	+55	New	+$4K	﹤0.01%	516