Avantax Advisory Services’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 | $439K | Sell |
1,292
-393
| -23% | -$134K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $612K | Sell |
1,685
-171
| -9% | -$62.1K | ﹤0.01% | 1379 |
|
|
2024
Q4 | $673K | Sell |
1,856
-182
| -9% | -$66K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $798K | Buy |
2,038
+724
| +55% | +$284K | 0.01% | 1143 |
|
|
2024
Q2 | $501K | Buy |
1,314
+611
| +87% | +$233K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $280K | Buy |
703
+6
| +0.9% | +$2.39K | ﹤0.01% | 1337 |
|
|
2023
Q4 | $247K | Buy |
697
+6
| +0.9% | +$2.12K | ﹤0.01% | 1347 |
|
|
2023
Q3 | $257K | Sell |
691
-55
| -7% | -$20.4K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $255K | Sell |
746
-8
| -1% | -$2.73K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $270K | Hold |
754
| – | – | ﹤0.01% | 1210 |
|
|
2022
Q4 | $250K | Sell |
754
-75
| -9% | -$24.8K | ﹤0.01% | 1200 |
|
|
2022
Q3 | $218K | Hold |
829
| – | – | ﹤0.01% | 1168 |
|
|
2022
Q2 | $232K | Sell |
829
-400
| -33% | -$112K | ﹤0.01% | 1134 |
|
|
2022
Q1 | $373K | Buy |
1,229
+388
| +46% | +$118K | 0.01% | 901 |
|
|
2021
Q4 | $230K | Hold |
841
| – | – | ﹤0.01% | 1104 |
|
|
2021
Q3 | $211K | Hold |
841
| – | – | ﹤0.01% | 1091 |
|
|
2021
Q2 | $212K | Buy |
841
+1
| +0.1% | +$252 | ﹤0.01% | 1053 |
|
|
2021
Q1 | $209K | Buy |
+840
| New | +$209K | ﹤0.01% | 949 |
|