SVB Wealth’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 | – | Sell |
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|
2025
Q1 | $30.2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $466K | Sell |
|
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|
2019
Q3 | $548K | Sell |
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|
2019
Q2 | $564K | Sell |
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|
2019
Q1 | $535K | Buy |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $652K | Buy |
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|
2018
Q2 | $646K | Sell |
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|
2018
Q1 | $764K | Buy |
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|
2017
Q4 | $576K | Buy |
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|
2017
Q3 | $594K | Buy |
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|
2017
Q2 | $623K | Buy |
|