Ancora 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 | $246K | Hold |
725
| – | – | 0.01% | 671 |
|
|
2025
Q1 | $263K | Hold |
725
| – | – | 0.01% | 647 |
|
|
2024
Q4 | $263K | Hold |
725
| – | – | 0.01% | 641 |
|
|
2024
Q3 | $284K | Hold |
725
| – | – | 0.01% | 611 |
|
|
2024
Q2 | $276K | Hold |
725
| – | – | 0.01% | 589 |
|
|
2024
Q1 | $288K | Hold |
725
| – | – | 0.01% | 588 |
|
|
2023
Q4 | $256K | Hold |
725
| – | – | 0.01% | 606 |
|
|
2023
Q3 | $269K | Buy |
+725
| New | +$269K | 0.01% | 581 |
|
|
2023
Q2 | – | Sell |
-725
| Closed | -$260K | – | 1787 |
|
|
2023
Q1 | $260K | Hold |
725
| – | – | 0.01% | 586 |
|
|
2022
Q4 | $240K | Hold |
725
| – | – | 0.01% | 617 |
|
|
2022
Q3 | $190K | Hold |
725
| – | – | 0.01% | 716 |
|
|
2022
Q2 | $203K | Hold |
725
| – | – | 0.01% | 730 |
|
|
2022
Q1 | $219K | Hold |
725
| – | – | 0.01% | 753 |
|
|
2021
Q4 | $199K | Hold |
725
| – | – | ﹤0.01% | 798 |
|
|
2021
Q3 | $182K | Sell |
725
-50
| -6% | -$12.6K | ﹤0.01% | 797 |
|
|
2021
Q2 | $195K | Hold |
775
| – | – | 0.01% | 746 |
|
|
2021
Q1 | $192K | Hold |
775
| – | – | 0.01% | 709 |
|
|
2020
Q4 | $181K | Hold |
775
| – | – | 0.01% | 628 |
|
|
2020
Q3 | $153K | Buy |
775
+100
| +15% | +$19.7K | 0.01% | 625 |
|
|
2020
Q2 | $139K | Hold |
675
| – | – | 0.01% | 629 |
|
|
2020
Q1 | $130K | Sell |
675
-25
| -4% | -$4.82K | 0.01% | 706 |
|
|
2019
Q4 | $194K | Buy |
+700
| New | +$194K | 0.01% | 651 |
|
|
2018
Q4 | – | Sell |
-650
| Closed | -$149K | – | 768 |
|
|
2018
Q3 | $149K | Buy |
+650
| New | +$149K | 0.01% | 689 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$22K | – | 734 |
|
|
2016
Q4 | $22K | Buy |
+100
| New | +$22K | ﹤0.01% | 919 |
|