Trail Ridge Investment Advisors’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 | $433K | Buy |
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|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $426K | Sell |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $330K | Buy |
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