Atlas Capital 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 | $354K | Hold |
1,042
| – | – | 0.04% | 307 |
|
|
2025
Q1 | $379K | Hold |
1,042
| – | – | 0.05% | 302 |
|
|
2024
Q4 | $378K | Hold |
1,042
| – | – | 0.05% | 293 |
|
|
2024
Q3 | $408K | Buy |
1,042
+100
| +11% | +$39.2K | 0.06% | 261 |
|
|
2024
Q2 | $359K | Sell |
942
-118
| -11% | -$45K | 0.05% | 292 |
|
|
2024
Q1 | $421K | Sell |
1,060
-113
| -10% | -$44.9K | 0.07% | 243 |
|
|
2023
Q4 | $415K | Buy |
1,173
+65
| +6% | +$23K | 0.06% | 246 |
|
|
2023
Q3 | $412K | Sell |
1,108
-63
| -5% | -$23.4K | 0.07% | 225 |
|
|
2023
Q2 | $400K | Sell |
1,171
-240
| -17% | -$82K | 0.06% | 242 |
|
|
2023
Q1 | $505K | Hold |
1,411
| – | – | 0.08% | 192 |
|
|
2022
Q4 | $467K | Buy |
1,411
+304
| +27% | +$101K | 0.08% | 196 |
|
|
2022
Q3 | $291K | Sell |
1,107
-241
| -18% | -$63.2K | 0.05% | 272 |
|
|
2022
Q2 | $378K | Buy |
+1,348
| New | +$378K | 0.06% | 241 |
|