Focus Partners Wealth’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 | $1.39M | Buy |
4,085
+1,558
| +62% | +$529K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $918K | Sell |
2,527
-9,025
| -78% | -$3.28M | ﹤0.01% | 1090 |
|
|
2024
Q4 | $4.19M | Sell |
11,552
-52,007
| -82% | -$18.9M | 0.01% | 660 |
|
|
2024
Q3 | $9.58M | Buy |
63,559
+31,334
| +97% | +$4.72M | 0.03% | 410 |
|
|
2024
Q2 | $12.3M | Buy |
+32,225
| New | +$12.3M | 0.04% | 331 |
|