TFC Financial Management’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
$340 Hold
1
﹤0.01% 730
2025
Q1
$364 Hold
1
﹤0.01% 686
2024
Q4
$363 Hold
1
﹤0.01% 702
2024
Q3
$392 Hold
1
﹤0.01% 698
2024
Q2
$382 Hold
1
﹤0.01% 677
2024
Q1
$398 Buy
+1
New +$398 ﹤0.01% 661