Kestra Private Wealth Services’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,811	Closed	-$710K	–	1432
2024 Q3	$710K	Sell	1,811 -562	-24%	-$220K	0.01%	745
2024 Q2	$904K	Sell	2,373 -5,640	-70%	-$2.15M	0.02%	606
2024 Q1	$3.19M	Buy	8,013 +2,556	+47%	+$1.02M	0.07%	274
2023 Q4	$1.93M	Buy	+5,457	New	+$1.93M	0.05%	352