Capital Analysts LLC’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5
| Closed | -$2K | – | 1322 |
|
|
2024
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 1211 |
|
|
2024
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q4 | $2K | Sell |
5
-13
| -72% | -$5.2K | ﹤0.01% | 1018 |
|
|
2023
Q3 | $7K | Buy |
18
+11
| +157% | +$4.28K | ﹤0.01% | 929 |
|
|
2023
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 940 |
|
|
2023
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 918 |
|
|
2022
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 985 |
|
|
2022
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 991 |
|
|
2022
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 940 |
|
|
2022
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 873 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 952 |
|
|
2021
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 927 |
|
|
2021
Q2 | $2K | Buy |
7
+1
| +17% | +$286 | ﹤0.01% | 880 |
|
|
2021
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 962 |
|