Farther Finance 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 | $277K | Buy |
816
+34
| +4% | +$11.6K | 0.01% | 1224 |
|
|
2025
Q1 | $286K | Buy |
782
+589
| +305% | +$215K | 0.01% | 1060 |
|
|
2024
Q4 | $70K | Sell |
193
-46
| -19% | -$16.7K | ﹤0.01% | 1481 |
|
|
2024
Q3 | $93.7K | Buy |
239
+19
| +9% | +$7.45K | ﹤0.01% | 1332 |
|
|
2024
Q2 | $83.3K | Sell |
220
-3
| -1% | -$1.14K | ﹤0.01% | 1205 |
|
|
2024
Q1 | $88.8K | Buy |
223
+35
| +19% | +$13.9K | 0.01% | 981 |
|
|
2023
Q4 | $66.5K | Buy |
188
+19
| +11% | +$6.72K | ﹤0.01% | 931 |
|
|
2023
Q3 | $62.8K | Buy |
169
+12
| +8% | +$4.46K | 0.01% | 711 |
|
|
2023
Q2 | $53.7K | Hold |
157
| – | – | 0.01% | 646 |
|
|
2023
Q1 | $56.2K | Hold |
157
| – | – | 0.02% | 573 |
|
|
2022
Q4 | $52K | Buy |
+157
| New | +$52K | 0.02% | 472 |
|