Trail Ridge Investment Advisors’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 | $402K | Buy |
1,196
+77
| +7% | +$25.9K | 0.19% | 76 |
|
|
2025
Q1 | $407K | Sell |
1,119
-303
| -21% | -$110K | 0.21% | 74 |
|
|
2024
Q4 | $515K | Hold |
1,422
| – | – | 0.25% | 71 |
|
|
2024
Q3 | $548K | Sell |
1,422
-24
| -2% | -$9.26K | 0.26% | 68 |
|
|
2024
Q2 | $551K | Buy |
1,446
+374
| +35% | +$143K | 0.28% | 67 |
|
|
2024
Q1 | $426K | Sell |
1,072
-64
| -6% | -$25.4K | 0.24% | 73 |
|
|
2023
Q4 | $402K | Buy |
1,136
+25
| +2% | +$8.84K | 0.25% | 78 |
|
|
2023
Q3 | $413K | Buy |
1,111
+26
| +2% | +$9.66K | 0.28% | 74 |
|
|
2023
Q2 | $371K | Sell |
1,085
-43
| -4% | -$14.7K | 0.23% | 86 |
|
|
2023
Q1 | $404K | Sell |
1,128
-284
| -20% | -$102K | 0.26% | 83 |
|
|
2022
Q4 | $468K | Sell |
1,412
-4
| -0.3% | -$1.33K | 0.32% | 77 |
|
|
2022
Q3 | $437K | Buy |
1,416
+245
| +21% | +$75.6K | 0.29% | 85 |
|
|
2022
Q2 | $328K | Hold |
1,171
| – | – | 0.22% | 111 |
|
|
2022
Q1 | $353K | Sell |
1,171
-34
| -3% | -$10.2K | 0.22% | 108 |
|
|
2021
Q4 | $330K | Buy |
+1,205
| New | +$330K | 0.2% | 114 |
|