Steward Partners Investment Advisory’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
Q2 | $135K | Sell |
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|
2025
Q1 | $159K | Buy |
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|
2024
Q4 | $142K | Buy |
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|
2024
Q3 | $144K | Buy |
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|
2024
Q2 | $128K | Buy |
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|
2024
Q1 | $83.9K | Hold |
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|
2023
Q4 | $74.6K | Buy |
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|
2023
Q3 | $61.7K | Buy |
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|
2023
Q2 | $2.73K | Hold |
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|
2023
Q1 | $2.86K | Hold |
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|
2022
Q4 | $2.65K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $10K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Buy |
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