United Capital Financial Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $13K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.4M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $246K | Sell |
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|
2014
Q4 | $283K | Buy |
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|
2014
Q3 | $242K | Buy |
|