OneDigital Investment Advisors’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.72M	Sell	11,381 -164	-1%	-$54K	0.04%	330
2025 Q4	$3.92M	Sell	11,545 -36	-0.3%	-$11.9K	0.04%	314
2025 Q3	$4.06M	Sell	11,581 -106	-0.9%	-$35.8K	0.04%	281
2025 Q2	$3.97M	Buy	11,687 +98	+0.8%	+$33.8K	0.04%	277
2025 Q1	$4.21M	Sell	11,589 -81	-0.7%	-$28.6K	0.05%	261
2024 Q4	$4.23M	Sell	11,670 -1,038	-8%	-$389K	0.05%	272
2024 Q3	$4.98M	Buy	12,708 +574	+5%	+$219K	0.06%	250
2024 Q2	$4.62M	Sell	12,134 -253	-2%	-$95.6K	0.06%	247
2024 Q1	$4.92M	Buy	12,387 +405	+3%	+$152K	0.08%	200
2023 Q4	$4.24M	Buy	11,982 +244	+2%	+$94.5K	0.07%	205
2023 Q3	$4.36M	Buy	11,738 +8	+0.1%	+$2.9K	0.09%	170
2023 Q2	$4.01M	Sell	11,730 -24	-0.2%	-$8.67K	0.09%	177
2023 Q1	$4.21M	Buy	11,754 +31	+0.3%	+$11.1K	0.1%	161
2022 Q4	$3.88M	Buy	+11,723	New	+$3.65M	0.11%	156
2019 Q1	–	Sell	-83	Closed	-$18K	–	1139
2018 Q4	$18K	Buy	+83	New	+$18.1K	﹤0.01%	719