Orion Portfolio Solutions’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.3M Buy
2024
Q4
$1.08M Buy
2024
Q3
$834K Sell
2024
Q2
$829K Buy
2024
Q1
$841K Sell
2023
Q4
$840K Sell
2023
Q3
$908K Sell
2023
Q2
$871K Sell
2023
Q1
$1M Buy
2020
Q3
Sell
2020
Q2
$4K Buy
2020
Q1
$1K Buy