Citadel Investment Advisory’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
Q3
$745K Hold
2025
Q2
$723K Sell
2025
Q1
$809K Hold
2024
Q4
$807K Hold
2024
Q3
$873K Sell
2024
Q2
$858K Hold
2024
Q1
$895K Sell
2023
Q4
$831K Hold
2023
Q3
$873K Hold
2023
Q2
$803K Sell
2023
Q1
$877K Hold
2022
Q4
$812K Hold
2022
Q3
$643K Buy
2022
Q2
$673K Sell
2022
Q1
$746K Sell
2021
Q4
$685K Hold
2021
Q3
$627K Hold
2021
Q2
$630K Hold
2021
Q1
$620K Hold
2020
Q4
$585K Buy