Toth Financial Advisory’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 | $27.2K | Hold |
80
| – | – | ﹤0.01% | 395 |
|
|
2025
Q1 | $29.1K | Hold |
80
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $29K | Sell |
80
-50
| -38% | -$18.1K | ﹤0.01% | 355 |
|
|
2024
Q3 | $50.9K | Hold |
130
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $49.5K | Hold |
130
| – | – | 0.01% | 295 |
|
|
2024
Q1 | $51.7K | Hold |
130
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $46K | Buy |
130
+90
| +225% | +$31.8K | 0.01% | 304 |
|
|
2023
Q3 | $14.9K | Buy |
+40
| New | +$14.9K | ﹤0.01% | 402 |
|