Sequoia Financial Advisors’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	$676K	Buy	+1,989	New	+$676K	﹤0.01%	858
2024 Q1	–	Sell	-713	Closed	-$252K	–	1182
2023 Q4	$252K	Buy	+713	New	+$252K	﹤0.01%	1001