Kestra Advisory Services’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 | $1.71M | Buy |
5,027
+335
| +7% | +$114K | 0.01% | 1161 |
|
|
2025
Q1 | $1.7M | Buy |
4,692
+829
| +21% | +$301K | 0.01% | 1064 |
|
|
2024
Q4 | $1.4M | Buy |
3,863
+547
| +16% | +$198K | 0.01% | 1198 |
|
|
2024
Q3 | $1.3M | Buy |
+3,316
| New | +$1.3M | 0.01% | 1174 |
|
|
2024
Q1 | – | Sell |
-586
| Closed | -$207K | – | 2478 |
|
|
2023
Q4 | $207K | Sell |
586
-390
| -40% | -$138K | ﹤0.01% | 2088 |
|
|
2023
Q3 | $363K | Buy |
+976
| New | +$363K | ﹤0.01% | 1551 |
|
|
2023
Q1 | – | Sell |
-976
| Closed | -$323K | – | 2134 |
|
|
2022
Q4 | $323K | Buy |
+976
| New | +$323K | ﹤0.01% | 1686 |
|