TA
TFB Advisors’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
2,293
+319
| +16% | +$108K | 0.2% | 116 |
|
|
2025
Q1 | $717K | Sell |
1,974
-16
| -0.8% | -$5.81K | 0.21% | 120 |
|
|
2024
Q4 | $721K | Sell |
1,990
-65
| -3% | -$23.6K | 0.21% | 106 |
|
|
2024
Q3 | $805K | Buy |
2,055
+265
| +15% | +$104K | 0.24% | 98 |
|
|
2024
Q2 | $682K | Buy |
1,790
+8
| +0.4% | +$3.05K | 0.22% | 100 |
|
|
2024
Q1 | $659K | Buy |
1,782
+909
| +104% | +$336K | 0.24% | 95 |
|
|
2023
Q4 | $309K | Buy |
+873
| New | +$309K | 0.16% | 122 |
|