Asset Dedication LLC’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 | $85K | Hold |
250
| – | – | 0.01% | 431 |
|
|
2025
Q1 | $90.8K | Hold |
250
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $90.6K | Hold |
250
| – | – | 0.01% | 387 |
|
|
2024
Q3 | $98K | Hold |
250
| – | – | 0.01% | 415 |
|
|
2024
Q2 | $95.3K | Hold |
250
| – | – | 0.01% | 408 |
|
|
2024
Q1 | $99K | Hold |
250
| – | – | 0.01% | 376 |
|
|
2023
Q4 | $88K | Hold |
250
| – | – | 0.01% | 375 |
|
|
2023
Q3 | $93K | Hold |
250
| – | – | 0.01% | 369 |
|
|
2023
Q2 | $85K | Hold |
250
| – | – | 0.01% | 388 |
|
|
2023
Q1 | $90K | Hold |
250
| – | – | 0.01% | 372 |
|
|
2022
Q4 | $83K | Hold |
250
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $66K | Hold |
250
| – | – | 0.01% | 383 |
|
|
2022
Q2 | $70K | Hold |
250
| – | – | 0.01% | 206 |
|
|
2022
Q1 | $75K | Hold |
250
| – | – | 0.01% | 382 |
|
|
2021
Q4 | $68K | Hold |
250
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $63K | Hold |
250
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $63K | Hold |
250
| – | – | 0.01% | 359 |
|
|
2021
Q1 | $62K | Hold |
250
| – | – | 0.01% | 306 |
|
|
2020
Q4 | $59K | Hold |
250
| – | – | 0.01% | 340 |
|
|
2020
Q3 | $49K | Hold |
250
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $52K | Hold |
250
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $48K | Sell |
250
-6
| -2% | -$1.15K | 0.01% | 319 |
|
|
2019
Q4 | $71K | Buy |
256
+6
| +2% | +$1.66K | 0.02% | 263 |
|
|
2019
Q3 | $67K | Hold |
250
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $62K | Buy |
+250
| New | +$62K | 0.02% | 260 |
|