Vest Financial’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 | $19.7M | Sell |
57,862
-20,359
| -26% | -$6.92M | 0.28% | 120 |
|
|
2025
Q1 | $28.4M | Buy |
78,221
+71,371
| +1,042% | +$25.9M | 0.44% | 104 |
|
|
2024
Q4 | $2.48M | Buy |
6,850
+2,662
| +64% | +$965K | 0.04% | 146 |
|
|
2024
Q3 | $1.64M | Buy |
4,188
+1,278
| +44% | +$501K | 0.03% | 134 |
|
|
2024
Q2 | $1.11M | Buy |
2,910
+764
| +36% | +$291K | 0.03% | 165 |
|
|
2024
Q1 | $853K | Buy |
+2,146
| New | +$853K | 0.02% | 192 |
|