Kestra Advisory Services’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $274K | Sell |
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|
2025
Q3 | $1.24M | Sell |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.7M | Buy |
|
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $323K | Buy |
|