UMB Bank’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 | $20.1K | Sell |
59
-2
| -3% | -$680 | ﹤0.01% | 1377 |
|
|
2025
Q1 | $22.2K | Buy |
61
+31
| +103% | +$11.3K | ﹤0.01% | 1297 |
|
|
2024
Q4 | $10.9K | Sell |
30
-35
| -54% | -$12.7K | ﹤0.01% | 1444 |
|
|
2024
Q3 | $25.5K | Buy |
65
+6
| +10% | +$2.35K | ﹤0.01% | 1119 |
|
|
2024
Q2 | $22.5K | Buy |
+59
| New | +$22.5K | ﹤0.01% | 1028 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 1728 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1745 |
|