Advisornet Financial’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
Q3 | – | Sell |
-1
| Closed | -$340 | – | 2266 |
|
|
2025
Q2 | $340 | Buy |
+1
| New | +$345 | ﹤0.01% | 2102 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$362 | – | 2195 |
|
|
2024
Q4 | $362 | Hold |
1
| – | – | ﹤0.01% | 1823 |
|
|
2024
Q3 | $392 | Buy |
+1
| New | +$381 | ﹤0.01% | 2049 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$4.6K | – | 2177 |
|
|
2023
Q4 | $4.6K | Buy |
13
+6
| +86% | +$2.32K | ﹤0.01% | 1503 |
|
|
2023
Q3 | $2.6K | Sell |
7
-2
| -22% | -$726 | ﹤0.01% | 1570 |
|
|
2023
Q2 | $3.08K | Sell |
9
-29
| -76% | -$10.5K | ﹤0.01% | 1623 |
|
|
2023
Q1 | $13.6K | Buy |
38
+1
| +3% | +$359 | ﹤0.01% | 1209 |
|
|
2022
Q4 | $12.3K | Buy |
37
+9
| +32% | +$2.8K | ﹤0.01% | 1234 |
|
|
2022
Q3 | $7K | Buy |
28
+21
| +300% | +$5.68K | ﹤0.01% | 1422 |
|
|
2022
Q2 | $2K | Sell |
7
-2
| -22% | -$565 | ﹤0.01% | 1682 |
|
|
2022
Q1 | $3K | Buy |
9
+2
| +29% | +$575 | ﹤0.01% | 1712 |
|
|
2021
Q4 | $2K | Buy |
+7
| New | +$1.89K | ﹤0.01% | 1804 |
|
|
2020
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1714 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1669 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1654 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 1676 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$1.31K | ﹤0.01% | 1485 |
|
|
2018
Q3 | – | Sell |
-5
| Closed | -$1K | – | 1507 |
|
|
2018
Q2 | $1K | Buy |
+5
| New | +$1.17K | ﹤0.01% | 1449 |
|
Other funds holding EG
VVP
AGA
