OneDigital 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 | $3.97M | Buy |
11,687
+98
| +0.8% | +$33.3K | 0.04% | 277 |
|
|
2025
Q1 | $4.21M | Sell |
11,589
-81
| -0.7% | -$29.4K | 0.05% | 261 |
|
|
2024
Q4 | $4.23M | Sell |
11,670
-1,038
| -8% | -$376K | 0.05% | 272 |
|
|
2024
Q3 | $4.98M | Buy |
12,708
+574
| +5% | +$225K | 0.06% | 250 |
|
|
2024
Q2 | $4.62M | Sell |
12,134
-253
| -2% | -$96.4K | 0.06% | 247 |
|
|
2024
Q1 | $4.92M | Buy |
12,387
+405
| +3% | +$161K | 0.08% | 200 |
|
|
2023
Q4 | $4.24M | Buy |
11,982
+244
| +2% | +$86.3K | 0.07% | 205 |
|
|
2023
Q3 | $4.36M | Buy |
11,738
+8
| +0.1% | +$2.97K | 0.09% | 170 |
|
|
2023
Q2 | $4.01M | Sell |
11,730
-24
| -0.2% | -$8.21K | 0.09% | 177 |
|
|
2023
Q1 | $4.21M | Buy |
11,754
+31
| +0.3% | +$11.1K | 0.1% | 161 |
|
|
2022
Q4 | $3.88M | Buy |
+11,723
| New | +$3.88M | 0.11% | 156 |
|
|
2019
Q1 | – | Sell |
-83
| Closed | -$18K | – | 1139 |
|
|
2018
Q4 | $18K | Buy |
+83
| New | +$18K | ﹤0.01% | 719 |
|