Sowell Financial Services’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
Q4 | – | Sell |
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|
2025
Q3 | $284K | Sell |
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|
2025
Q2 | $315K | Buy |
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|
2025
Q1 | $231K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $11K | Sell |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $24K | Buy |
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|
2019
Q4 | $29K | Sell |
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|
2019
Q3 | $41K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $714K | Buy |
|