Dana Investment Advisors’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
Q2
$708K Hold
2025
Q1
$757K Hold
2024
Q4
$755K Sell
2024
Q3
$877K Sell
2024
Q2
$1M Sell
2024
Q1
$1.08M Sell
2023
Q4
$1.01M Buy
2023
Q3
$961K Sell
2023
Q2
$901K Hold
2023
Q1
$943K Sell
2022
Q4
$890K Buy
2022
Q3
$702K Sell
2022
Q2
$752K Buy