Legend Financial Advisors’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 | $644K | Buy |
1,895
+26
| +1% | +$8.84K | 0.43% | 34 |
|
|
2025
Q1 | $679K | Buy |
1,869
+9
| +0.5% | +$3.27K | 0.5% | 27 |
|
|
2024
Q4 | $674K | Buy |
1,860
+113
| +6% | +$41K | 0.48% | 27 |
|
|
2024
Q3 | $685K | Sell |
1,747
-18
| -1% | -$7.05K | 0.47% | 26 |
|
|
2024
Q2 | $673K | Buy |
1,765
+27
| +2% | +$10.3K | 0.48% | 28 |
|
|
2024
Q1 | $691K | Buy |
+1,738
| New | +$691K | 0.5% | 29 |
|