Dakota Wealth Management’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 | $716K | Buy |
2,108
+160
| +8% | +$54.4K | 0.02% | 448 |
|
|
2025
Q1 | $708K | Buy |
1,948
+3
| +0.2% | +$1.09K | 0.02% | 443 |
|
|
2024
Q4 | $705K | Buy |
1,945
+32
| +2% | +$11.6K | 0.02% | 433 |
|
|
2024
Q3 | $750K | Sell |
1,913
-97
| -5% | -$38K | 0.02% | 422 |
|
|
2024
Q2 | $766K | Buy |
2,010
+25
| +1% | +$9.53K | 0.02% | 419 |
|
|
2024
Q1 | $789K | Buy |
+1,985
| New | +$789K | 0.02% | 406 |
|
|
2022
Q3 | – | Sell |
-9,339
| Closed | -$2.62M | – | 577 |
|
|
2022
Q2 | $2.62M | Buy |
+9,339
| New | +$2.62M | 0.24% | 111 |
|