United Capital 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 | $286K | Buy |
843
+35
| +4% | +$11.9K | ﹤0.01% | 930 |
|
|
2025
Q1 | $294K | Sell |
808
-80
| -9% | -$29.1K | ﹤0.01% | 886 |
|
|
2024
Q4 | $322K | Buy |
888
+59
| +7% | +$21.4K | ﹤0.01% | 853 |
|
|
2024
Q3 | $325K | Sell |
829
-6
| -0.7% | -$2.35K | ﹤0.01% | 850 |
|
|
2024
Q2 | $318K | Sell |
835
-25
| -3% | -$9.53K | ﹤0.01% | 821 |
|
|
2024
Q1 | $342K | Sell |
860
-3
| -0.3% | -$1.19K | ﹤0.01% | 837 |
|
|
2023
Q4 | $305K | Buy |
+863
| New | +$305K | ﹤0.01% | 859 |
|
|
2019
Q4 | – | Sell |
-47
| Closed | -$13K | – | 1373 |
|
|
2019
Q3 | $13K | Buy |
+47
| New | +$13K | ﹤0.01% | 1277 |
|
|
2017
Q2 | – | Sell |
-6,003
| Closed | -$1.4M | – | 1284 |
|
|
2017
Q1 | $1.4M | Buy |
+6,003
| New | +$1.4M | 0.01% | 652 |
|
|
2015
Q2 | – | Sell |
-1,374
| Closed | -$246K | – | 1265 |
|
|
2015
Q1 | $246K | Sell |
1,374
-286
| -17% | -$51.2K | ﹤0.01% | 1127 |
|
|
2014
Q4 | $283K | Buy |
1,660
+166
| +11% | +$28.3K | ﹤0.01% | 992 |
|
|
2014
Q3 | $242K | Buy |
+1,494
| New | +$242K | ﹤0.01% | 982 |
|