JFS Wealth 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 | $6.46K | Sell |
19
-7
| -27% | -$2.38K | ﹤0.01% | 994 |
|
|
2025
Q1 | $9.45K | Hold |
26
| – | – | ﹤0.01% | 898 |
|
|
2024
Q4 | $9.42K | Hold |
26
| – | – | ﹤0.01% | 871 |
|
|
2024
Q3 | $10.2K | Buy |
26
+1
| +4% | +$392 | ﹤0.01% | 845 |
|
|
2024
Q2 | $9.53K | Hold |
25
| – | – | ﹤0.01% | 809 |
|
|
2024
Q1 | $9.94K | Sell |
25
-1
| -4% | -$398 | ﹤0.01% | 820 |
|
|
2023
Q4 | $9.19K | Buy |
26
+1
| +4% | +$354 | ﹤0.01% | 800 |
|
|
2023
Q3 | $9.29K | Hold |
25
| – | – | ﹤0.01% | 758 |
|
|
2023
Q2 | $8.55K | Hold |
25
| – | – | ﹤0.01% | 774 |
|
|
2023
Q1 | $8.95K | Buy |
25
+3
| +14% | +$1.07K | ﹤0.01% | 750 |
|
|
2022
Q4 | $7.29K | Buy |
22
+2
| +10% | +$663 | ﹤0.01% | 831 |
|
|
2022
Q3 | $5K | Sell |
20
-2
| -9% | -$500 | ﹤0.01% | 976 |
|
|
2022
Q2 | $6K | Hold |
22
| – | – | ﹤0.01% | 927 |
|
|
2022
Q1 | $7K | Buy |
22
+14
| +175% | +$4.46K | ﹤0.01% | 912 |
|
|
2021
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1062 |
|
|
2017
Q2 | – | Sell |
-1,017
| Closed | -$220K | – | 421 |
|
|
2017
Q1 | $220K | Hold |
1,017
| – | – | 0.06% | 118 |
|
|
2016
Q4 | $220K | Buy |
1,017
+2
| +0.2% | +$433 | 0.06% | 118 |
|
|
2016
Q3 | $193K | Sell |
1,015
-80
| -7% | -$15.2K | 0.06% | 130 |
|
|
2016
Q2 | $200K | Buy |
1,095
+2
| +0.2% | +$365 | 0.06% | 157 |
|
|
2016
Q1 | $216K | Sell |
1,093
-22
| -2% | -$4.35K | 0.06% | 126 |
|
|
2015
Q4 | $204K | Buy |
1,115
+1
| +0.1% | +$183 | 0.06% | 133 |
|
|
2015
Q3 | $193K | Buy |
1,114
+2
| +0.2% | +$346 | 0.09% | 105 |
|
|
2015
Q2 | $202K | Buy |
1,112
+2
| +0.2% | +$363 | 0.1% | 93 |
|
|
2015
Q1 | $193K | Buy |
1,110
+22
| +2% | +$3.83K | 0.09% | 91 |
|
|
2014
Q4 | $185K | Sell |
1,088
-91
| -8% | -$15.5K | 0.03% | 94 |
|
|
2014
Q3 | $191K | Sell |
1,179
-242
| -17% | -$39.2K | 0.03% | 82 |
|
|
2014
Q2 | $228K | Sell |
1,421
-841
| -37% | -$135K | 0.04% | 77 |
|
|
2014
Q1 | $346K | Sell |
2,262
-1,321
| -37% | -$202K | 0.19% | 72 |
|
|
2013
Q4 | $558K | Buy |
3,583
+476
| +15% | +$74.1K | 0.24% | 67 |
|
|
2013
Q3 | $452K | Buy |
+3,107
| New | +$452K | 0.21% | 70 |
|