IFP Advisors’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 | $66.6K | Buy |
196
+187
| +2,078% | +$63.6K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $5.45K | Buy |
9
+6
| +200% | +$3.63K | ﹤0.01% | 2806 |
|
|
2024
Q4 | $3.26K | Sell |
3
-6
| -67% | -$6.52K | ﹤0.01% | 2941 |
|
|
2024
Q3 | $3.53K | Sell |
9
-503
| -98% | -$197K | ﹤0.01% | 2778 |
|
|
2024
Q2 | $195K | Sell |
512
-24
| -4% | -$9.14K | 0.01% | 1053 |
|
|
2024
Q1 | $213K | Buy |
536
+43
| +9% | +$17.1K | 0.01% | 971 |
|
|
2023
Q4 | $174K | Buy |
493
+490
| +16,333% | +$173K | 0.01% | 1012 |
|
|
2023
Q3 | $1.12K | Sell |
3
-15
| -83% | -$5.58K | ﹤0.01% | 2981 |
|
|
2023
Q2 | $6.15K | Buy |
18
+16
| +800% | +$5.47K | ﹤0.01% | 2473 |
|
|
2023
Q1 | $227 | Sell |
2
-247
| -99% | -$28K | ﹤0.01% | 3264 |
|
|
2022
Q4 | $40K | Buy |
249
+30
| +14% | +$4.82K | ﹤0.01% | 2389 |
|
|
2022
Q3 | $36K | Buy |
219
+8
| +4% | +$1.32K | ﹤0.01% | 2632 |
|
|
2022
Q2 | $34K | Hold |
211
| – | – | ﹤0.01% | 2430 |
|
|
2022
Q1 | $34K | Buy |
211
+198
| +1,523% | +$31.9K | ﹤0.01% | 2430 |
|
|
2021
Q4 | $4K | Sell |
13
-5
| -28% | -$1.54K | ﹤0.01% | 2519 |
|
|
2021
Q3 | $5K | Sell |
18
-230
| -93% | -$63.9K | ﹤0.01% | 2487 |
|
|
2021
Q2 | $64K | Buy |
248
+6
| +2% | +$1.55K | ﹤0.01% | 1410 |
|
|
2021
Q1 | $56K | Buy |
242
+229
| +1,762% | +$53K | ﹤0.01% | 1417 |
|
|
2020
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 2470 |
|
|
2020
Q3 | $3K | Sell |
13
-44
| -77% | -$10.2K | ﹤0.01% | 2328 |
|
|
2020
Q2 | $12K | Sell |
57
-26
| -31% | -$5.47K | ﹤0.01% | 1739 |
|
|
2020
Q1 | $18K | Sell |
83
-15
| -15% | -$3.25K | ﹤0.01% | 1515 |
|
|
2019
Q4 | $25K | Buy |
98
+4
| +4% | +$1.02K | ﹤0.01% | 1526 |
|
|
2019
Q3 | $25K | Buy |
+94
| New | +$25K | ﹤0.01% | 1663 |
|
|
2019
Q1 | – | Sell |
-264
| Closed | -$57K | – | 2618 |
|
|
2018
Q4 | $57K | Sell |
264
-18
| -6% | -$3.89K | ﹤0.01% | 1518 |
|
|
2018
Q3 | $64K | Sell |
282
-57
| -17% | -$12.9K | ﹤0.01% | 1747 |
|
|
2018
Q2 | $78K | Sell |
339
-126
| -27% | -$29K | ﹤0.01% | 1621 |
|
|
2018
Q1 | $103K | Hold |
465
| – | – | ﹤0.01% | 1366 |
|
|
2017
Q4 | $103K | Sell |
465
-9
| -2% | -$1.99K | ﹤0.01% | 1365 |
|
|
2017
Q3 | $108K | Sell |
474
-183
| -28% | -$41.7K | ﹤0.01% | 1495 |
|
|
2017
Q2 | $167K | Buy |
657
+148
| +29% | +$37.6K | 0.01% | 1223 |
|
|
2017
Q1 | $119K | Buy |
509
+8
| +2% | +$1.87K | 0.01% | 1389 |
|
|
2016
Q4 | $108K | Buy |
501
+1
| +0.2% | +$216 | 0.01% | 1397 |
|
|
2016
Q3 | $95K | Buy |
500
+30
| +6% | +$5.7K | ﹤0.01% | 1392 |
|
|
2016
Q2 | $86K | Buy |
+470
| New | +$86K | ﹤0.01% | 1420 |
|
|
2016
Q1 | – | Sell |
-569
| Closed | -$104K | – | 2639 |
|
|
2015
Q4 | $104K | Buy |
+569
| New | +$104K | 0.01% | 1153 |
|