Strategic Investment Advisors’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 | $1.86M | Sell |
5,496
-225
| -4% | -$76.2K | 0.18% | 62 |
|
|
2025
Q1 | $2.08M | Sell |
5,721
-40
| -0.7% | -$14.5K | 0.22% | 60 |
|
|
2024
Q4 | $2.09M | Sell |
5,761
-331
| -5% | -$120K | 0.22% | 58 |
|
|
2024
Q3 | $2.39M | Buy |
6,092
+2,904
| +91% | +$1.14M | 0.26% | 55 |
|
|
2024
Q2 | $1.21M | Buy |
3,188
+23
| +0.7% | +$8.76K | 0.15% | 92 |
|
|
2024
Q1 | $1.26M | Buy |
3,165
+40
| +1% | +$15.9K | 0.16% | 90 |
|
|
2023
Q4 | $1.1M | Buy |
+3,125
| New | +$1.1M | 0.16% | 87 |
|