MeadowBrook Investment 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 | $432K | Sell |
1,271
-169
| -12% | -$57.4K | 0.39% | 62 |
|
|
2025
Q1 | $523K | Sell |
1,440
-38
| -3% | -$13.8K | 0.49% | 50 |
|
|
2024
Q4 | $536K | Sell |
1,478
-25
| -2% | -$9.06K | 0.47% | 48 |
|
|
2024
Q3 | $589K | Hold |
1,503
| – | – | 0.53% | 48 |
|
|
2024
Q2 | $573K | Buy |
1,503
+3
| +0.2% | +$1.14K | 0.54% | 45 |
|
|
2024
Q1 | $596K | Sell |
1,500
-93
| -6% | -$37K | 0.56% | 46 |
|
|
2023
Q4 | $563K | Buy |
+1,593
| New | +$563K | 0.54% | 47 |
|