Synergy Asset Management’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-44	Closed	-$17.2K	–	275
2024 Q4	$17.2K	Buy	+44	New	+$17.2K	﹤0.01%	385
2024 Q1	–	Sell	-28,038	Closed	-$9.91M	–	134
2023 Q4	$9.91M	Buy	+28,038	New	+$9.91M	1.78%	23