Forum Financial Management’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 | $469K | Buy |
1,381
+437
| +46% | +$149K | 0.01% | 440 |
|
|
2025
Q1 | $343K | Buy |
944
+6
| +0.6% | +$2.18K | 0.01% | 527 |
|
|
2024
Q4 | $340K | Buy |
938
+27
| +3% | +$9.79K | 0.01% | 542 |
|
|
2024
Q3 | $357K | Buy |
911
+1
| +0.1% | +$392 | 0.01% | 443 |
|
|
2024
Q2 | $347K | Buy |
910
+1
| +0.1% | +$381 | 0.01% | 423 |
|
|
2024
Q1 | $361K | Hold |
909
| – | – | 0.01% | 431 |
|
|
2023
Q4 | $321K | Hold |
909
| – | – | 0.01% | 427 |
|
|
2023
Q3 | $338K | Hold |
909
| – | – | 0.01% | 391 |
|
|
2023
Q2 | $311K | Hold |
909
| – | – | 0.01% | 420 |
|
|
2023
Q1 | $325K | Hold |
909
| – | – | 0.01% | 377 |
|
|
2022
Q4 | $301K | Sell |
909
-17
| -2% | -$5.63K | 0.01% | 397 |
|
|
2022
Q3 | $243K | Sell |
926
-136
| -13% | -$35.7K | 0.01% | 424 |
|
|
2022
Q2 | $298K | Buy |
1,062
+154
| +17% | +$43.2K | 0.02% | 360 |
|
|
2022
Q1 | $273K | Hold |
908
| – | – | 0.01% | 440 |
|
|
2021
Q4 | $249K | Buy |
+908
| New | +$249K | 0.01% | 504 |
|