Independent Advisor Alliance’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 | $440K | Buy |
1,294
+95
| +8% | +$32.3K | 0.01% | 618 |
|
|
2025
Q1 | $436K | Buy |
1,199
+63
| +6% | +$22.9K | 0.01% | 561 |
|
|
2024
Q4 | $412K | Sell |
1,136
-165
| -13% | -$59.8K | 0.01% | 1016 |
|
|
2024
Q3 | $510K | Buy |
+1,301
| New | +$510K | 0.02% | 454 |
|
|
2018
Q2 | – | Sell |
-813
| Closed | -$207K | – | 358 |
|
|
2018
Q1 | $207K | Sell |
813
-148
| -15% | -$37.7K | 0.05% | 307 |
|
|
2017
Q4 | $210K | Sell |
961
-620
| -39% | -$135K | 0.05% | 291 |
|
|
2017
Q3 | $357K | Buy |
1,581
+1
| +0.1% | +$226 | 0.1% | 181 |
|
|
2017
Q2 | $420K | Sell |
1,580
-50
| -3% | -$13.3K | 0.13% | 165 |
|
|
2017
Q1 | $381K | Sell |
1,630
-275
| -14% | -$64.3K | 0.06% | 263 |
|
|
2016
Q4 | $416K | Buy |
+1,905
| New | +$416K | 0.18% | 119 |
|