Ascent Group’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 | – | Sell |
-575
| Closed | -$209K | – | 729 |
|
|
2025
Q1 | $209K | Sell |
575
-19
| -3% | -$6.9K | 0.01% | 657 |
|
|
2024
Q4 | $215K | Sell |
594
-93
| -14% | -$33.7K | 0.02% | 504 |
|
|
2024
Q3 | $269K | Buy |
687
+101
| +17% | +$39.6K | 0.02% | 461 |
|
|
2024
Q2 | $223K | Sell |
586
-49
| -8% | -$18.7K | 0.02% | 476 |
|
|
2024
Q1 | $252K | Sell |
635
-104
| -14% | -$41.3K | 0.02% | 459 |
|
|
2023
Q4 | $267K | Buy |
+739
| New | +$267K | 0.03% | 439 |
|