Jones Financial Companies’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 | $97.5K | Buy |
289
+206
| +248% | +$69.5K | ﹤0.01% | 1950 |
|
|
2025
Q1 | $30K | Sell |
83
-17
| -17% | -$6.15K | ﹤0.01% | 2270 |
|
|
2024
Q4 | $36.4K | Buy |
100
+15
| +18% | +$5.46K | ﹤0.01% | 2005 |
|
|
2024
Q3 | $33.7K | Buy |
85
+21
| +33% | +$8.33K | ﹤0.01% | 1782 |
|
|
2024
Q2 | $24.4K | Buy |
64
+11
| +21% | +$4.19K | ﹤0.01% | 1486 |
|
|
2024
Q1 | $21.1K | Buy |
53
+45
| +563% | +$17.9K | ﹤0.01% | 893 |
|
|
2023
Q4 | $2.83K | Buy |
8
+5
| +167% | +$1.77K | ﹤0.01% | 859 |
|
|
2023
Q3 | $1.12K | Buy |
+3
| New | +$1.12K | ﹤0.01% | 625 |
|