Lido 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 | $202K | Sell |
593
-43
| -7% | -$14.6K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $231K | Buy |
636
+5
| +0.8% | +$1.82K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $229K | Buy |
631
+12
| +2% | +$4.35K | ﹤0.01% | 1210 |
|
|
2024
Q3 | $243K | Buy |
619
+8
| +1% | +$3.14K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $233K | Sell |
611
-443
| -42% | -$169K | ﹤0.01% | 1101 |
|
|
2024
Q1 | $419K | Buy |
1,054
+159
| +18% | +$63.2K | ﹤0.01% | 866 |
|
|
2023
Q4 | $316K | Buy |
895
+303
| +51% | +$107K | ﹤0.01% | 910 |
|
|
2023
Q3 | $220K | Buy |
+592
| New | +$220K | ﹤0.01% | 934 |
|