Clearstead Trust’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.1K	Buy	68 +38	+127%	+$12.9K	﹤0.01%	405
2025 Q1	$10.9K	Buy	+30	New	+$10.9K	﹤0.01%	452