Key Financial Inc’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 | $54K | Hold |
159
| – | – | 0.01% | 479 |
|
|
2025
Q1 | $57.8K | Hold |
159
| – | – | 0.01% | 460 |
|
|
2024
Q4 | $57.6K | Hold |
159
| – | – | 0.01% | 456 |
|
|
2024
Q3 | $62.3K | Hold |
159
| – | – | 0.01% | 446 |
|
|
2024
Q2 | $60.6K | Hold |
159
| – | – | 0.01% | 429 |
|
|
2024
Q1 | $63.2K | Hold |
159
| – | – | 0.02% | 397 |
|
|
2023
Q4 | $56.2K | Hold |
159
| – | – | 0.02% | 406 |
|
|
2023
Q3 | $59.1K | Hold |
159
| – | – | 0.02% | 375 |
|
|
2023
Q2 | $54.4K | Hold |
159
| – | – | 0.02% | 393 |
|
|
2023
Q1 | $56.9K | Hold |
159
| – | – | 0.02% | 371 |
|
|
2022
Q4 | $41.7K | Hold |
159
| – | – | 0.02% | 391 |
|
|
2022
Q3 | $42K | Hold |
159
| – | – | 0.02% | 394 |
|
|
2022
Q2 | $45K | Hold |
159
| – | – | 0.02% | 375 |
|
|
2022
Q1 | $48K | Hold |
159
| – | – | 0.02% | 366 |
|
|
2021
Q4 | $44K | Hold |
159
| – | – | 0.02% | 362 |
|
|
2021
Q3 | $40K | Sell |
159
-78
| -33% | -$19.6K | 0.02% | 371 |
|
|
2021
Q2 | $60K | Buy |
+237
| New | +$60K | 0.03% | 327 |
|