Cambridge Investment Research 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 | $661K | Sell |
1,944
-673
| -26% | -$229K | ﹤0.01% | 2283 |
|
|
2025
Q1 | $951K | Sell |
2,617
-340
| -11% | -$124K | ﹤0.01% | 1909 |
|
|
2024
Q4 | $1.07M | Buy |
2,957
+46
| +2% | +$16.7K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $1.14M | Buy |
2,911
+673
| +30% | +$264K | ﹤0.01% | 1770 |
|
|
2024
Q2 | $853K | Sell |
2,238
-552
| -20% | -$210K | ﹤0.01% | 1885 |
|
|
2024
Q1 | $1.11M | Sell |
2,790
-44
| -2% | -$17.5K | ﹤0.01% | 1654 |
|
|
2023
Q4 | $1M | Buy |
2,834
+673
| +31% | +$238K | ﹤0.01% | 1659 |
|
|
2023
Q3 | $803K | Buy |
2,161
+39
| +2% | +$14.5K | ﹤0.01% | 1715 |
|
|
2023
Q2 | $725K | Buy |
2,122
+47
| +2% | +$16.1K | ﹤0.01% | 1852 |
|
|
2023
Q1 | $743K | Sell |
2,075
-196
| -9% | -$70.2K | ﹤0.01% | 1778 |
|
|
2022
Q4 | $752K | Buy |
2,271
+66
| +3% | +$21.9K | ﹤0.01% | 1711 |
|
|
2022
Q3 | $579K | Sell |
2,205
-424
| -16% | -$111K | ﹤0.01% | 1845 |
|
|
2022
Q2 | $737K | Buy |
2,629
+649
| +33% | +$182K | ﹤0.01% | 1684 |
|
|
2022
Q1 | $597K | Sell |
1,980
-87
| -4% | -$26.2K | ﹤0.01% | 1957 |
|
|
2021
Q4 | $566K | Buy |
2,067
+428
| +26% | +$117K | ﹤0.01% | 2002 |
|
|
2021
Q3 | $411K | Buy |
1,639
+132
| +9% | +$33.1K | ﹤0.01% | 2200 |
|
|
2021
Q2 | $380K | Buy |
+1,507
| New | +$380K | ﹤0.01% | 2280 |
|
|
2021
Q1 | – | Sell |
-1,054
| Closed | -$247K | – | 2899 |
|
|
2020
Q4 | $247K | Sell |
1,054
-303
| -22% | -$71K | ﹤0.01% | 2299 |
|
|
2020
Q3 | $268K | Sell |
1,357
-81
| -6% | -$16K | ﹤0.01% | 2023 |
|
|
2020
Q2 | $296K | Buy |
1,438
+57
| +4% | +$11.7K | ﹤0.01% | 1895 |
|
|
2020
Q1 | $266K | Sell |
1,381
-18,197
| -93% | -$3.5M | ﹤0.01% | 1743 |
|
|
2019
Q4 | $5.42M | Buy |
19,578
+1,379
| +8% | +$382K | 0.04% | 431 |
|
|
2019
Q3 | $4.84M | Buy |
18,199
+857
| +5% | +$228K | 0.04% | 419 |
|
|
2019
Q2 | $4.29M | Buy |
17,342
+1,016
| +6% | +$251K | 0.04% | 447 |
|
|
2019
Q1 | $3.53M | Buy |
+16,326
| New | +$3.53M | 0.03% | 495 |
|