Center For Asset Management’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 | $830K | Buy |
2,307
+41
| +2% | +$14.8K | 0.51% | 44 |
|
|
2025
Q1 | $823K | Sell |
2,266
-88
| -4% | -$32K | 0.5% | 46 |
|
|
2024
Q4 | $853K | Buy |
2,354
+22
| +0.9% | +$7.97K | 0.55% | 42 |
|
|
2024
Q3 | $914K | Buy |
2,332
+1,089
| +88% | +$427K | 0.55% | 43 |
|
|
2024
Q2 | $474K | Buy |
1,243
+43
| +4% | +$16.4K | 0.31% | 73 |
|
|
2024
Q1 | $477K | Sell |
1,200
-104
| -8% | -$41.3K | 0.39% | 60 |
|
|
2023
Q4 | $461K | Buy |
+1,304
| New | +$461K | 0.42% | 55 |
|