E&G 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
Q3 | $396K | Hold |
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|
2025
Q2 | $385K | Sell |
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|
2025
Q1 | $460K | Hold |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $514K | Hold |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $370K | Hold |
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|
2018
Q3 | $388K | Hold |
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|
2018
Q2 | $392K | Hold |
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|
2018
Q1 | $437K | Buy |
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