Trifecta Capital 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 | $27.2K | Hold |
80
| – | – | ﹤0.01% | 199 |
|
|
2025
Q1 | $29.1K | Hold |
80
| – | – | 0.01% | 169 |
|
|
2024
Q4 | $29K | Hold |
80
| – | – | 0.01% | 166 |
|
|
2024
Q3 | $31.3K | Hold |
80
| – | – | 0.01% | 168 |
|
|
2024
Q2 | $30.5K | Hold |
80
| – | – | 0.01% | 165 |
|
|
2024
Q1 | $31.8K | Hold |
80
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $28.3K | Hold |
80
| – | – | 0.01% | 161 |
|
|
2023
Q3 | $29.7K | Hold |
80
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $27.3K | Hold |
80
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $28.6K | Hold |
80
| – | – | 0.01% | 171 |
|
|
2022
Q4 | $26.5K | Buy |
+80
| New | +$26.5K | 0.01% | 158 |
|