Red Door Wealth Management’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 | $228K | Buy |
671
+1
| +0.1% | +$340 | 0.03% | 242 |
|
|
2025
Q1 | $243K | Hold |
670
| – | – | 0.04% | 202 |
|
|
2024
Q4 | $243K | Buy |
670
+1
| +0.1% | +$362 | 0.04% | 200 |
|
|
2024
Q3 | $262K | Hold |
669
| – | – | 0.04% | 183 |
|
|
2024
Q2 | $255K | Hold |
669
| – | – | 0.04% | 170 |
|
|
2024
Q1 | $266K | Hold |
669
| – | – | 0.05% | 164 |
|
|
2023
Q4 | $237K | Hold |
669
| – | – | 0.05% | 174 |
|
|
2023
Q3 | $249K | Buy |
+669
| New | +$249K | 0.06% | 154 |
|