Dana Investment Advisors’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 | $708K | Hold |
2,083
| – | – | 0.02% | 421 |
|
|
2025
Q1 | $757K | Hold |
2,083
| – | – | 0.03% | 409 |
|
|
2024
Q4 | $755K | Sell |
2,083
-156
| -7% | -$56.5K | 0.02% | 419 |
|
|
2024
Q3 | $877K | Sell |
2,239
-390
| -15% | -$153K | 0.03% | 395 |
|
|
2024
Q2 | $1M | Sell |
2,629
-100
| -4% | -$38.1K | 0.03% | 372 |
|
|
2024
Q1 | $1.08M | Sell |
2,729
-120
| -4% | -$47.7K | 0.04% | 365 |
|
|
2023
Q4 | $1.01M | Buy |
2,849
+264
| +10% | +$93.3K | 0.05% | 247 |
|
|
2023
Q3 | $961K | Sell |
2,585
-50
| -2% | -$18.6K | 0.05% | 239 |
|
|
2023
Q2 | $901K | Hold |
2,635
| – | – | 0.04% | 244 |
|
|
2023
Q1 | $943K | Sell |
2,635
-51
| -2% | -$18.3K | 0.05% | 242 |
|
|
2022
Q4 | $890K | Buy |
2,686
+13
| +0.5% | +$4.31K | 0.05% | 248 |
|
|
2022
Q3 | $702K | Sell |
2,673
-10
| -0.4% | -$2.63K | 0.04% | 263 |
|
|
2022
Q2 | $752K | Buy |
+2,683
| New | +$752K | 0.04% | 261 |
|