Sowell Financial 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 | $315K | Buy |
928
+293
| +46% | +$99.6K | 0.01% | 762 |
|
|
2025
Q1 | $231K | Buy |
+635
| New | +$231K | 0.01% | 877 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | -$1K | – | 1131 |
|
|
2021
Q1 | $1K | Sell |
2
-49
| -96% | -$24.5K | ﹤0.01% | 2927 |
|
|
2020
Q4 | $12K | Sell |
51
-4
| -7% | -$941 | ﹤0.01% | 1938 |
|
|
2020
Q3 | $11K | Sell |
55
-5
| -8% | -$1K | ﹤0.01% | 1774 |
|
|
2020
Q2 | $12K | Sell |
60
-64
| -52% | -$12.8K | ﹤0.01% | 1621 |
|
|
2020
Q1 | $24K | Buy |
124
+19
| +18% | +$3.68K | ﹤0.01% | 1320 |
|
|
2019
Q4 | $29K | Sell |
105
-48
| -31% | -$13.3K | ﹤0.01% | 1310 |
|
|
2019
Q3 | $41K | Buy |
+153
| New | +$41K | ﹤0.01% | 1056 |
|
|
2017
Q2 | – | Sell |
-2,882
| Closed | -$714K | – | 260 |
|
|
2017
Q1 | $714K | Buy |
+2,882
| New | +$714K | 0.21% | 106 |
|