Dakota Wealth Management’s Everest Group EG Stock Holding History

Dakota Wealth Management’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$716K	Buy
2025 Q1	$708K	Buy
2024 Q4	$705K	Buy
2024 Q3	$750K	Sell
2024 Q2	$766K	Buy
2024 Q1	$789K	Buy
2022 Q3	–	Sell
2022 Q2	$2.62M	Buy