Elevated Capital 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
$781K Hold
2025
Q1
$781K Sell
2024
Q4
$795K Buy
2024
Q3
$809K Buy
2024
Q2
$743K Buy
2024
Q1
$679K Buy
2023
Q4
$551K Buy
2023
Q3
$524K Sell
2023
Q2
$484K Buy
2023
Q1
$463K Buy
2022
Q4
$427K Buy