Spire Wealth Management’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
Q3 | $2.8K | Sell |
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|
2025
Q2 | $3.4K | Buy |
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|
2025
Q1 | $3.27K | Sell |
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|
2024
Q4 | $195K | Buy |
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|
2024
Q3 | $2.35K | Hold |
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|
2024
Q2 | $2.29K | Buy |
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|
2024
Q1 | $1.99K | Buy |
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|
2023
Q4 | $748 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $29K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $36K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $26K | Buy |
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