Principal Securities’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 | $59.5K | Sell |
175
-321
| -65% | -$109K | ﹤0.01% | 1787 |
|
|
2025
Q1 | $180K | Hold |
496
| – | – | ﹤0.01% | 1172 |
|
|
2024
Q4 | $180K | Sell |
496
-1,063
| -68% | -$385K | ﹤0.01% | 1171 |
|
|
2024
Q3 | $611K | Buy |
1,559
+340
| +28% | +$133K | 0.01% | 692 |
|
|
2024
Q2 | $464K | Buy |
1,219
+48
| +4% | +$18.3K | 0.01% | 726 |
|
|
2024
Q1 | $465K | Sell |
1,171
-210
| -15% | -$83.5K | 0.01% | 699 |
|
|
2023
Q4 | $488K | Buy |
+1,381
| New | +$488K | 0.02% | 610 |
|