Allworth 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 | $62.2K | Buy |
183
+90
| +97% | +$30.6K | ﹤0.01% | 1813 |
|
|
2025
Q1 | $33.1K | Buy |
93
+23
| +33% | +$8.18K | ﹤0.01% | 1762 |
|
|
2024
Q4 | $25.6K | Buy |
70
+2
| +3% | +$732 | ﹤0.01% | 1935 |
|
|
2024
Q3 | $26.7K | Sell |
68
-7
| -9% | -$2.75K | ﹤0.01% | 1731 |
|
|
2024
Q2 | $28.9K | Buy |
75
+6
| +9% | +$2.31K | ﹤0.01% | 1642 |
|
|
2024
Q1 | $27.4K | Sell |
69
-1
| -1% | -$398 | ﹤0.01% | 1591 |
|
|
2023
Q4 | $24.8K | Buy |
70
+2
| +3% | +$707 | ﹤0.01% | 1527 |
|
|
2023
Q3 | $25.3K | Sell |
68
-1
| -1% | -$372 | ﹤0.01% | 1386 |
|
|
2023
Q2 | $23.6K | Buy |
69
+14
| +25% | +$4.79K | ﹤0.01% | 1442 |
|
|
2023
Q1 | $19.7K | Sell |
55
-2
| -4% | -$716 | ﹤0.01% | 1460 |
|
|
2022
Q4 | $18.9K | Sell |
57
-5
| -8% | -$1.66K | ﹤0.01% | 1391 |
|
|
2022
Q3 | $16K | Buy |
62
+9
| +17% | +$2.32K | ﹤0.01% | 1385 |
|
|
2022
Q2 | $15K | Buy |
53
+2
| +4% | +$566 | ﹤0.01% | 1360 |
|
|
2022
Q1 | $15K | Buy |
51
+1
| +2% | +$294 | ﹤0.01% | 1355 |
|
|
2021
Q4 | $14K | Hold |
50
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q3 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 1176 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 1581 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1520 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1366 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1254 |
|