Capital Insight Partners’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 | $728K | Sell |
2,141
-40
| -2% | -$13.6K | 0.13% | 113 |
|
|
2025
Q1 | $792K | Buy |
2,181
+118
| +6% | +$42.9K | 0.14% | 112 |
|
|
2024
Q4 | $748K | Buy |
2,063
+135
| +7% | +$48.9K | 0.13% | 113 |
|
|
2024
Q3 | $755K | Buy |
1,928
+72
| +4% | +$28.2K | 0.13% | 109 |
|
|
2024
Q2 | $707K | Buy |
1,856
+45
| +2% | +$17.1K | 0.13% | 107 |
|
|
2024
Q1 | $720K | Buy |
1,811
+525
| +41% | +$209K | 0.13% | 106 |
|
|
2023
Q4 | $455K | Buy |
1,286
+551
| +75% | +$195K | 0.09% | 124 |
|
|
2023
Q3 | $255K | Hold |
735
| – | – | 0.06% | 148 |
|
|
2023
Q2 | $251K | Buy |
+735
| New | +$251K | 0.06% | 150 |
|