MML Investors 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
Q2 | $670K | Sell |
1,971
-402
| -17% | -$137K | ﹤0.01% | 1907 |
|
|
2025
Q1 | $862K | Buy |
2,373
+615
| +35% | +$223K | ﹤0.01% | 1680 |
|
|
2024
Q4 | $637K | Buy |
1,758
+615
| +54% | +$223K | ﹤0.01% | 1789 |
|
|
2024
Q3 | $448K | Buy |
1,143
+297
| +35% | +$116K | ﹤0.01% | 1935 |
|
|
2024
Q2 | $322K | Sell |
846
-3,558
| -81% | -$1.35M | ﹤0.01% | 2040 |
|
|
2024
Q1 | $1.75M | Sell |
4,404
-1,213
| -22% | -$482K | 0.01% | 1107 |
|
|
2023
Q4 | $1.99M | Buy |
5,617
+951
| +20% | +$336K | 0.01% | 999 |
|
|
2023
Q3 | $1.73M | Sell |
4,666
-366
| -7% | -$136K | 0.01% | 950 |
|
|
2023
Q2 | $1.72M | Buy |
5,032
+924
| +22% | +$316K | 0.01% | 973 |
|
|
2023
Q1 | $1.47M | Buy |
4,108
+1,521
| +59% | +$545K | 0.01% | 900 |
|
|
2022
Q4 | $857K | Buy |
2,587
+1,773
| +218% | +$587K | 0.01% | 1233 |
|
|
2022
Q3 | $214K | Buy |
+814
| New | +$214K | ﹤0.01% | 1897 |
|
|
2020
Q1 | – | Sell |
-996
| Closed | -$276K | – | 1425 |
|
|
2019
Q4 | $276K | Sell |
996
-3
| -0.3% | -$831 | ﹤0.01% | 1279 |
|
|
2019
Q3 | $266K | Sell |
999
-43
| -4% | -$11.4K | ﹤0.01% | 1251 |
|
|
2019
Q2 | $258K | Buy |
1,042
+30
| +3% | +$7.43K | ﹤0.01% | 1371 |
|
|
2019
Q1 | $219K | Buy |
1,012
+62
| +7% | +$13.4K | ﹤0.01% | 1435 |
|
|
2018
Q4 | $207K | Sell |
950
-45
| -5% | -$9.81K | ﹤0.01% | 1360 |
|
|
2018
Q3 | $227K | Buy |
995
+22
| +2% | +$5.02K | ﹤0.01% | 1432 |
|
|
2018
Q2 | $224K | Buy |
+973
| New | +$224K | ﹤0.01% | 1219 |
|