Larson Financial Group’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 | $7.48K | Buy |
22
+2
| +10% | +$680 | ﹤0.01% | 1927 |
|
|
2025
Q1 | $7.27K | Sell |
20
-18
| -47% | -$6.54K | ﹤0.01% | 1742 |
|
|
2024
Q4 | $13.8K | Buy |
38
+13
| +52% | +$4.71K | ﹤0.01% | 1364 |
|
|
2024
Q3 | $9.8K | Buy |
25
+20
| +400% | +$7.84K | ﹤0.01% | 1475 |
|
|
2024
Q2 | $1.91K | Buy |
5
+4
| +400% | +$1.52K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $398 | Sell |
1
-132
| -99% | -$52.5K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $46.9K | Buy |
+133
| New | +$46.9K | ﹤0.01% | 667 |
|
|
2022
Q4 | – | Sell |
-91
| Closed | -$24K | – | 1508 |
|
|
2022
Q3 | $24K | Buy |
91
+1
| +1% | +$264 | ﹤0.01% | 590 |
|
|
2022
Q2 | $25K | Hold |
90
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $27K | Buy |
90
+1
| +1% | +$300 | ﹤0.01% | 477 |
|
|
2021
Q4 | $24K | Hold |
89
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $22K | Buy |
89
+1
| +1% | +$247 | ﹤0.01% | 443 |
|
|
2021
Q2 | $22K | Buy |
88
+1
| +1% | +$250 | 0.01% | 419 |
|
|
2021
Q1 | $22K | Hold |
87
| – | – | 0.01% | 391 |
|
|
2020
Q4 | $20K | Hold |
87
| – | – | 0.01% | 369 |
|
|
2020
Q3 | $17K | Buy |
+87
| New | +$17K | 0.01% | 351 |
|