Avantax Advisory Services’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
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|
2025
Q1 | $612K | Sell |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $270K | Hold |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $209K | Buy |
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