Bell Investment Advisors’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 | $14.6K | Buy |
43
+12
| +39% | +$4.08K | ﹤0.01% | 534 |
|
|
2025
Q1 | $11.3K | Sell |
31
-8
| -21% | -$2.91K | ﹤0.01% | 557 |
|
|
2024
Q4 | $14.1K | Buy |
39
+28
| +255% | +$10.1K | ﹤0.01% | 479 |
|
|
2024
Q3 | $4.31K | Sell |
11
-2
| -15% | -$784 | ﹤0.01% | 1018 |
|
|
2024
Q2 | $4.95K | Buy |
13
+6
| +86% | +$2.29K | ﹤0.01% | 925 |
|
|
2024
Q1 | $2.78K | Buy |
7
+1
| +17% | +$398 | ﹤0.01% | 1203 |
|
|
2023
Q4 | $2.12K | Hold |
6
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q3 | $2.23K | Sell |
6
-4
| -40% | -$1.49K | ﹤0.01% | 1213 |
|
|
2023
Q2 | $3.42K | Hold |
10
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q1 | $3.58K | Hold |
10
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $3.31K | Buy |
10
+4
| +67% | +$1.33K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $2K | Sell |
6
-4
| -40% | -$1.33K | ﹤0.01% | 1083 |
|
|
2022
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 926 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q3 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1058 |
|