Root Financial Partners’s Everforth, Inc. EFOR Stock Holding History

Root Financial Partners’s Portfolio EFOR Stock Details EFOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3K	Buy
2025 Q4	$1.4K	Sell
2025 Q3	$1.71K	Buy