Independent Advisor Alliance’s Everest Group EG Stock Holding History

Independent Advisor Alliance’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$440K	Buy
2025 Q1	$436K	Buy
2024 Q4	$412K	Sell
2024 Q3	$510K	Buy
2018 Q2	–	Sell
2018 Q1	$207K	Sell
2017 Q4	$210K	Sell
2017 Q3	$357K	Buy
2017 Q2	$420K	Sell
2017 Q1	$381K	Sell
2016 Q4	$416K	Buy