Toth Financial Advisory’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
Q3
$28K Hold
2025
Q2
$27.2K Hold
2025
Q1
$29.1K Hold
2024
Q4
$29K Sell
2024
Q3
$50.9K Hold
2024
Q2
$49.5K Hold
2024
Q1
$51.7K Hold
2023
Q4
$46K Buy
2023
Q3
$14.9K Buy