Checchi Capital Advisers’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 | $391K | Sell |
1,151
-6
| -0.5% | -$2.04K | 0.02% | 386 |
|
|
2025
Q1 | $420K | Sell |
1,157
-8
| -0.7% | -$2.91K | 0.02% | 368 |
|
|
2024
Q4 | $422K | Buy |
1,165
+5
| +0.4% | +$1.81K | 0.02% | 353 |
|
|
2024
Q3 | $455K | Sell |
1,160
-9
| -0.8% | -$3.53K | 0.03% | 350 |
|
|
2024
Q2 | $445K | Buy |
1,169
+19
| +2% | +$7.24K | 0.02% | 337 |
|
|
2024
Q1 | $457K | Sell |
1,150
-20
| -2% | -$7.95K | 0.04% | 342 |
|
|
2023
Q4 | $414K | Sell |
1,170
-3
| -0.3% | -$1.06K | 0.03% | 348 |
|
|
2023
Q3 | $436K | Sell |
1,173
-80
| -6% | -$29.7K | 0.04% | 320 |
|
|
2023
Q2 | $428K | Sell |
1,253
-34
| -3% | -$11.6K | 0.04% | 327 |
|
|
2023
Q1 | $461K | Sell |
1,287
-10
| -0.8% | -$3.58K | 0.04% | 301 |
|
|
2022
Q4 | $430K | Sell |
1,297
-3
| -0.2% | -$994 | 0.04% | 312 |
|
|
2022
Q3 | $341K | Buy |
1,300
+36
| +3% | +$9.44K | 0.03% | 350 |
|
|
2022
Q2 | $330K | Buy |
1,264
+68
| +6% | +$17.8K | 0.03% | 392 |
|
|
2022
Q1 | $360K | Buy |
1,196
+102
| +9% | +$30.7K | 0.03% | 346 |
|
|
2021
Q4 | $300K | Buy |
1,094
+34
| +3% | +$9.32K | 0.03% | 381 |
|
|
2021
Q3 | $266K | Buy |
1,060
+24
| +2% | +$6.02K | 0.03% | 399 |
|
|
2021
Q2 | $261K | Buy |
1,036
+99
| +11% | +$24.9K | 0.03% | 422 |
|
|
2021
Q1 | $232K | Buy |
937
+34
| +4% | +$8.42K | 0.02% | 443 |
|
|
2020
Q4 | $211K | Buy |
+903
| New | +$211K | 0.02% | 445 |
|
|
2017
Q3 | – | Sell |
-844
| Closed | -$215K | – | 381 |
|
|
2017
Q2 | $215K | Buy |
+844
| New | +$215K | 0.02% | 336 |
|
|
2016
Q3 | – | Sell |
-619
| Closed | -$113K | – | 629 |
|
|
2016
Q2 | $113K | Buy |
619
+21
| +4% | +$3.83K | 0.01% | 524 |
|
|
2016
Q1 | $118K | Buy |
+598
| New | +$118K | 0.03% | 515 |
|