Cary Street Partners Investment Advisory’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Buy |
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|
2025
Q1 | $17.8K | Buy |
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|
2024
Q4 | $14.5K | Sell |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $4.32M | Sell |
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|
2023
Q4 | $3.89M | Sell |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $958K | Sell |
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|
2022
Q3 | $859K | Buy |
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|
2022
Q2 | $816K | Sell |
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|
2022
Q1 | $953K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $670K | Sell |
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|
2021
Q2 | $766K | Buy |
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|
2021
Q1 | $138K | Sell |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $319K | Buy |
|