Cary Street Partners Investment Advisory’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 | $22.4K | Buy |
66
+17
| +35% | +$5.78K | 0.01% | 478 |
|
|
2025
Q1 | $17.8K | Buy |
49
+9
| +23% | +$3.27K | 0.01% | 448 |
|
|
2024
Q4 | $14.5K | Sell |
40
-10,823
| -100% | -$3.92M | 0.01% | 425 |
|
|
2024
Q3 | $4.26M | Sell |
10,863
-56
| -0.5% | -$21.9K | 0.16% | 151 |
|
|
2024
Q2 | $4.16M | Buy |
10,919
+47
| +0.4% | +$17.9K | 0.17% | 142 |
|
|
2024
Q1 | $4.32M | Sell |
10,872
-118
| -1% | -$46.9K | 0.18% | 144 |
|
|
2023
Q4 | $3.89M | Sell |
10,990
-5,170
| -32% | -$1.83M | 0.18% | 146 |
|
|
2023
Q3 | $6.01M | Buy |
16,160
+12,959
| +405% | +$4.82M | 0.32% | 83 |
|
|
2023
Q2 | $1.09M | Buy |
3,201
+302
| +10% | +$103K | 0.07% | 247 |
|
|
2023
Q1 | $1.04M | Buy |
2,899
+8
| +0.3% | +$2.86K | 0.07% | 234 |
|
|
2022
Q4 | $958K | Sell |
2,891
-381
| -12% | -$126K | 0.07% | 233 |
|
|
2022
Q3 | $859K | Buy |
3,272
+360
| +12% | +$94.5K | 0.07% | 241 |
|
|
2022
Q2 | $816K | Sell |
2,912
-250
| -8% | -$70.1K | 0.07% | 233 |
|
|
2022
Q1 | $953K | Sell |
3,162
-1,115
| -26% | -$336K | 0.26% | 109 |
|
|
2021
Q4 | $1.17M | Buy |
4,277
+1,605
| +60% | +$440K | 0.32% | 92 |
|
|
2021
Q3 | $670K | Sell |
2,672
-368
| -12% | -$92.3K | 0.22% | 110 |
|
|
2021
Q2 | $766K | Buy |
3,040
+2,485
| +448% | +$626K | 0.25% | 99 |
|
|
2021
Q1 | $138K | Sell |
555
-425
| -43% | -$106K | 0.06% | 227 |
|
|
2020
Q4 | $229K | Sell |
980
-637
| -39% | -$149K | 0.04% | 305 |
|
|
2020
Q3 | $319K | Buy |
+1,617
| New | +$319K | 0.07% | 219 |
|