Heron Bay Capital 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	$622K	Sell	1,831 -6	-0.3%	-$2.04K	0.12%	56
2025 Q1	$667K	Buy	1,837 +510	+38%	+$185K	0.14%	59
2024 Q4	$481K	Buy	1,327 +10	+0.8%	+$3.63K	0.1%	64
2024 Q3	$516K	Buy	1,317 +26	+2%	+$10.2K	0.11%	62
2024 Q2	$492K	Buy	+1,291	New	+$492K	0.1%	62