Stonegate Investment Group’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	398 +22	+6%	+$12.7K	0.01%	350
2025 Q1	$213K	Buy	+376	New	+$213K	0.01%	326