Level Four Advisory Services’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,678	Closed	-$971K	–	766
2024 Q4	$971K	Buy	2,678 +77	+3%	+$27.9K	0.04%	353
2024 Q3	$925K	Buy	2,601 +488	+23%	+$174K	0.04%	372
2024 Q2	$805K	Buy	+2,113	New	+$805K	0.04%	385