Steph & Co’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 | – | Sell |
-329
| Closed | -$120K | – | 301 |
|
|
2025
Q1 | $120K | Sell |
329
-37
| -10% | -$13.4K | 0.04% | 139 |
|
|
2024
Q4 | $133K | Buy |
366
+35
| +11% | +$12.7K | 0.04% | 138 |
|
|
2024
Q3 | $130K | Sell |
331
-11
| -3% | -$4.31K | 0.04% | 145 |
|
|
2024
Q2 | $130K | Buy |
342
+3
| +0.9% | +$1.14K | 0.04% | 144 |
|
|
2024
Q1 | $135K | Buy |
339
+2
| +0.6% | +$795 | 0.05% | 144 |
|
|
2023
Q4 | $119K | Hold |
337
| – | – | 0.06% | 129 |
|
|
2023
Q3 | $125K | Buy |
+337
| New | +$125K | 0.07% | 139 |
|