Transamerica Financial 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 | $77.8K | Sell |
229
-11
| -5% | -$3.74K | 0.01% | 286 |
|
|
2025
Q1 | $87K | Sell |
240
-14
| -6% | -$5.08K | 0.01% | 272 |
|
|
2024
Q4 | $92K | Sell |
254
-277
| -52% | -$100K | 0.01% | 272 |
|
|
2024
Q3 | $208K | Buy |
531
+519
| +4,325% | +$203K | 0.02% | 223 |
|
|
2024
Q2 | $5K | Hold |
12
| – | – | ﹤0.01% | 342 |
|
|
2024
Q1 | $5K | Buy |
+12
| New | +$5K | ﹤0.01% | 372 |
|