Berger Financial Group’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 | – | Sell |
-616
| Closed | -$224K | – | 419 |
|
|
2025
Q1 | $224K | Sell |
616
-12,265
| -95% | -$4.46M | 0.02% | 385 |
|
|
2024
Q4 | $4.67M | Buy |
12,881
+262
| +2% | +$95K | 0.32% | 78 |
|
|
2024
Q3 | $4.94M | Sell |
12,619
-39
| -0.3% | -$15.3K | 0.36% | 76 |
|
|
2024
Q2 | $4.82M | Buy |
12,658
+56
| +0.4% | +$21.3K | 0.38% | 69 |
|
|
2024
Q1 | $5.01M | Buy |
+12,602
| New | +$5.01M | 0.41% | 68 |
|
|
2023
Q1 | – | Sell |
-14,325
| Closed | -$4.75M | – | 274 |
|
|
2022
Q4 | $4.75M | Buy |
14,325
+498
| +4% | +$165K | 0.63% | 50 |
|
|
2022
Q3 | $3.63M | Buy |
13,827
+790
| +6% | +$207K | 0.53% | 56 |
|
|
2022
Q2 | $3.65M | Buy |
+13,037
| New | +$3.65M | 0.53% | 55 |
|