Key Financial Inc’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Hold |
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|
2025
Q1 | $57.8K | Hold |
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|
2024
Q4 | $57.6K | Hold |
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|
2024
Q3 | $62.3K | Hold |
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|
2024
Q2 | $60.6K | Hold |
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|
2024
Q1 | $63.2K | Hold |
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|
2023
Q4 | $56.2K | Hold |
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|
2023
Q3 | $59.1K | Hold |
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|
2023
Q2 | $54.4K | Hold |
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|
2023
Q1 | $56.9K | Hold |
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|
2022
Q4 | $41.7K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $44K | Hold |
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|
2021
Q3 | $40K | Sell |
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|
2021
Q2 | $60K | Buy |
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