Bruce G. Allen Investments’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 | $51.3K | Sell |
151
-3
| -2% | -$1.02K | 0.04% | 252 |
|
|
2025
Q1 | $56K | Buy |
154
+68
| +79% | +$24.7K | 0.04% | 231 |
|
|
2024
Q4 | $31.2K | Buy |
86
+8
| +10% | +$2.9K | 0.03% | 326 |
|
|
2024
Q3 | $30.6K | Buy |
78
+52
| +200% | +$20.4K | 0.02% | 334 |
|
|
2024
Q2 | $9.91K | Buy |
26
+12
| +86% | +$4.57K | 0.01% | 467 |
|
|
2024
Q1 | $5.57K | Hold |
14
| – | – | ﹤0.01% | 573 |
|
|
2023
Q4 | $4.95K | Buy |
+14
| New | +$4.95K | ﹤0.01% | 590 |
|