Dupree Financial Group’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 | – | Sell |
-16,911
| Closed | -$6.14M | – | 71 |
|
|
2025
Q1 | $6.14M | Buy |
+16,911
| New | +$6.14M | 2.5% | 16 |
|
|
2024
Q3 | – | Sell |
-10,927
| Closed | -$4.16M | – | 73 |
|
|
2024
Q2 | $4.16M | Sell |
10,927
-2,779
| -20% | -$1.06M | 1.89% | 19 |
|
|
2024
Q1 | $5.45M | Sell |
13,706
-7
| -0.1% | -$2.78K | 2.43% | 16 |
|
|
2023
Q4 | $4.85M | Buy |
+13,713
| New | +$4.85M | 2.37% | 19 |
|