CI Investments Inc’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 | $114K | Buy |
334
+63
| +23% | +$21.5K | ﹤0.01% | 865 |
|
|
2025
Q1 | $98K | Buy |
271
+17
| +7% | +$6.15K | ﹤0.01% | 911 |
|
|
2024
Q4 | $92K | Sell |
254
-57
| -18% | -$20.6K | ﹤0.01% | 946 |
|
|
2024
Q3 | $122K | Buy |
311
+83
| +36% | +$32.6K | ﹤0.01% | 795 |
|
|
2024
Q2 | $87K | Sell |
228
-329
| -59% | -$126K | ﹤0.01% | 853 |
|
|
2024
Q1 | $221K | Sell |
557
-485
| -47% | -$192K | ﹤0.01% | 671 |
|
|
2023
Q4 | $368K | Buy |
1,042
+415
| +66% | +$147K | ﹤0.01% | 490 |
|
|
2023
Q3 | $233K | Buy |
627
+447
| +248% | +$166K | ﹤0.01% | 589 |
|
|
2023
Q2 | $62K | Buy |
180
+95
| +112% | +$32.7K | ﹤0.01% | 900 |
|
|
2023
Q1 | $30K | Buy |
85
+83
| +4,150% | +$29.3K | ﹤0.01% | 1004 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1161 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1175 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1192 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 1248 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1220 |
|
|
2021
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1189 |
|
|
2020
Q4 | – | Sell |
-448
| Closed | -$88K | – | 986 |
|
|
2020
Q3 | $88K | Sell |
448
-49
| -10% | -$9.63K | ﹤0.01% | 673 |
|
|
2020
Q2 | $102K | Buy |
497
+121
| +32% | +$24.8K | ﹤0.01% | 584 |
|
|
2020
Q1 | $72K | Sell |
376
-214
| -36% | -$41K | ﹤0.01% | 547 |
|
|
2019
Q4 | $163K | Sell |
590
-47
| -7% | -$13K | ﹤0.01% | 573 |
|
|
2019
Q3 | $169K | Buy |
+637
| New | +$169K | ﹤0.01% | 553 |
|