Forum Financial Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $416K | Buy |
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|
2025
Q3 | $429K | Sell |
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|
2025
Q2 | $469K | Buy |
|
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $340K | Buy |
|
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $321K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $325K | Hold |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $249K | Buy |
|