EverSource Wealth 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 | $326K | Buy |
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|
2025
Q1 | $83.6K | Buy |
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|
2024
Q4 | $76.5K | Buy |
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|
2024
Q3 | $57.6K | Sell |
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|
2024
Q2 | $99K | Buy |
|
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|
2024
Q1 | $88.7K | Buy |
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|
2023
Q4 | $83.1K | Buy |
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|
2023
Q3 | $86.6K | Buy |
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|
2023
Q2 | $79.3K | Buy |
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|
2023
Q1 | $82.7K | Buy |
|
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|
2022
Q4 | $76.2K | Buy |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $72K | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $5K | Buy |
|