JNBA Financial 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
$2.04K Hold
6
﹤0.01% 596
2025
Q1
$2.18K Hold
6
﹤0.01% 592
2024
Q4
$2.18K Hold
6
﹤0.01% 586
2024
Q3
$2.35K Hold
6
﹤0.01% 594
2024
Q2
$2.29K Hold
6
﹤0.01% 572
2024
Q1
$2.39K Hold
6
﹤0.01% 591
2023
Q4
$2.12K Hold
6
﹤0.01% 612
2023
Q3
$2.23K Hold
6
﹤0.01% 614
2023
Q2
$2.05K Hold
6
﹤0.01% 618
2023
Q1
$2.15K Hold
6
﹤0.01% 617
2022
Q4
$1.99K Hold
6
﹤0.01% 587
2022
Q3
$2K Hold
6
﹤0.01% 599
2022
Q2
$2K Hold
6
﹤0.01% 640
2022
Q1
$2K Hold
6
﹤0.01% 627
2021
Q4
$2K Hold
6
﹤0.01% 733
2021
Q3
$2K Hold
6
﹤0.01% 666
2021
Q2
$2K Hold
6
﹤0.01% 617
2021
Q1
$1K Hold
6
﹤0.01% 623
2020
Q4
$1K Hold
6
﹤0.01% 579
2020
Q3
$1K Hold
6
﹤0.01% 548
2020
Q2
$1K Hold
6
﹤0.01% 539
2020
Q1
$1K Hold
6
﹤0.01% 534
2019
Q4
$2K Buy
+6
New +$2K ﹤0.01% 553
2016
Q4
Sell
-301
Closed -$57K 727
2016
Q3
$57K Buy
+301
New +$57K 0.01% 502