VisionPoint Advisory Group’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	–	Sell	-957	Closed	-$348K	–	365
2025 Q1	$348K	Buy	957 +119	+14%	+$43.2K	0.12%	155
2024 Q4	$304K	Buy	+838	New	+$304K	0.1%	140