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Optimize Financial’s Everest Group EG Stock Holding History

Optimize Financial’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$351K Sell
1,034
-6
-0.6% -$2.04K 0.22% 146
2025
Q1 		$378K Buy
+1,040
New +$378K 0.27% 122