Global Financial Private Client’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	–	Sell	-13	Closed	-$4.72K	–	626
2025 Q1	$4.72K	Buy	13 +5	+63%	+$1.82K	﹤0.01%	699
2024 Q4	$2.9K	Buy	8 +2	+33%	+$725	﹤0.01%	691
2024 Q3	$2.35K	Buy	+6	New	+$2.35K	﹤0.01%	705