Verdence 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 | $628K | Buy |
1,849
+273
| +17% | +$92.8K | 0.04% | 346 |
|
|
2025
Q1 | $572K | Buy |
1,576
+507
| +47% | +$184K | 0.04% | 345 |
|
|
2024
Q4 | $388K | Buy |
1,069
+77
| +8% | +$27.9K | 0.03% | 414 |
|
|
2024
Q3 | $389K | Buy |
+992
| New | +$389K | 0.03% | 432 |
|
|
2019
Q4 | – | Sell |
-6,756
| Closed | -$1.8M | – | 327 |
|
|
2019
Q3 | $1.8M | Sell |
6,756
-210
| -3% | -$55.9K | 0.51% | 66 |
|
|
2019
Q2 | $1.72M | Sell |
6,966
-2,109
| -23% | -$521K | 0.49% | 65 |
|
|
2019
Q1 | $1.96M | Sell |
9,075
-1,365
| -13% | -$295K | 0.53% | 58 |
|
|
2018
Q4 | $2.27M | Sell |
10,440
-114
| -1% | -$24.8K | 0.64% | 48 |
|
|
2018
Q3 | $2.41M | Buy |
10,554
+974
| +10% | +$223K | 0.6% | 47 |
|
|
2018
Q2 | $2.21M | Buy |
+9,580
| New | +$2.21M | 0.54% | 53 |
|