Everhart Financial Group, Inc.'s ownership history for SDY

Everhart Financial Group, Inc. currently holds 4.6K shares with a market value of $638.5K. It started holding SDY on 2024-09-30. At its peak, it held 4.7K shares on 2025-06-30. Its highest holding value was $642.5K on 2025-09-30. At its lowest, it held 1.5K shares on 2024-09-30, with a value of $201.5K on 2025-03-31. In the recent 180 days, Everhart Financial Group, Inc. has decreased its shares by 125. In the recent year, Everhart Financial Group, Inc. has increased its shares by 3.1K.