Cetera Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $340K | Buy |
+855
| New | +$340K | ﹤0.01% | 1852 |
|
|
2020
Q2 | – | Sell |
-1,159
| Closed | -$223K | – | 917 |
|
|
2020
Q1 | $223K | Sell |
1,159
-82
| -7% | -$15.8K | 0.01% | 693 |
|
|
2019
Q4 | $342K | Buy |
1,241
+195
| +19% | +$53.7K | 0.01% | 666 |
|
|
2019
Q3 | $279K | Sell |
1,046
-100
| -9% | -$26.7K | 0.01% | 707 |
|
|
2019
Q2 | $282K | Sell |
1,146
-50
| -4% | -$12.3K | 0.01% | 720 |
|
|
2019
Q1 | $259K | Buy |
1,196
+5
| +0.4% | +$1.08K | 0.01% | 684 |
|
|
2018
Q4 | $261K | Sell |
1,191
-28
| -2% | -$6.14K | 0.02% | 676 |
|
|
2018
Q3 | $280K | Buy |
1,219
+46
| +4% | +$10.6K | 0.01% | 751 |
|
|
2018
Q2 | $270K | Hold |
1,173
| – | – | 0.02% | 709 |
|
|
2018
Q1 | $302K | Sell |
1,173
-300
| -20% | -$77.2K | 0.02% | 606 |
|
|
2017
Q4 | $324K | Sell |
1,473
-11
| -0.7% | -$2.42K | 0.02% | 563 |
|
|
2017
Q3 | $341K | Sell |
1,484
-77
| -5% | -$17.7K | 0.02% | 575 |
|
|
2017
Q2 | $397K | Buy |
1,561
+441
| +39% | +$112K | 0.02% | 538 |
|
|
2017
Q1 | $263K | Sell |
1,120
-164
| -13% | -$38.5K | 0.02% | 618 |
|
|
2016
Q4 | $278K | Buy |
1,284
+18
| +1% | +$3.9K | 0.02% | 540 |
|
|
2016
Q3 | $240K | Hold |
1,266
| – | – | 0.02% | 614 |
|
|
2016
Q2 | $231K | Hold |
1,266
| – | – | 0.02% | 643 |
|
|
2016
Q1 | $249K | Buy |
1,266
+2
| +0.2% | +$393 | 0.02% | 578 |
|
|
2015
Q4 | $231K | Buy |
+1,264
| New | +$231K | 0.02% | 604 |
|