JFS Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.36K | Buy |
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|
2025
Q2 | $6.46K | Sell |
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|
2025
Q1 | $9.45K | Hold |
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|
2024
Q4 | $9.42K | Hold |
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|
2024
Q3 | $10.2K | Buy |
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|
2024
Q2 | $9.53K | Hold |
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|
2024
Q1 | $9.94K | Sell |
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|
2023
Q4 | $9.19K | Buy |
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|
2023
Q3 | $9.29K | Hold |
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|
2023
Q2 | $8.55K | Hold |
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|
2023
Q1 | $8.95K | Buy |
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|
2022
Q4 | $7.29K | Buy |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | $193K | Sell |
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|
2016
Q2 | $200K | Buy |
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|
2016
Q1 | $216K | Sell |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q3 | $193K | Buy |
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|
2015
Q2 | $202K | Buy |
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|
2015
Q1 | $193K | Buy |
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|
2014
Q4 | $185K | Sell |
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|
2014
Q3 | $191K | Sell |
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|
2014
Q2 | $228K | Sell |
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|
2014
Q1 | $346K | Sell |
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|
2013
Q4 | $558K | Buy |
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|
2013
Q3 | $452K | Buy |
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