Citadel Investment Advisory’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 | $723K | Sell |
2,127
-100
| -4% | -$34K | 0.35% | 44 |
|
|
2025
Q1 | $809K | Hold |
2,227
| – | – | 0.4% | 42 |
|
|
2024
Q4 | $807K | Hold |
2,227
| – | – | 0.42% | 43 |
|
|
2024
Q3 | $873K | Sell |
2,227
-25
| -1% | -$9.8K | 0.46% | 40 |
|
|
2024
Q2 | $858K | Hold |
2,252
| – | – | 0.49% | 40 |
|
|
2024
Q1 | $895K | Sell |
2,252
-98
| -4% | -$38.9K | 0.5% | 38 |
|
|
2023
Q4 | $831K | Hold |
2,350
| – | – | 0.51% | 41 |
|
|
2023
Q3 | $873K | Hold |
2,350
| – | – | 0.57% | 36 |
|
|
2023
Q2 | $803K | Sell |
2,350
-100
| -4% | -$34.2K | 0.52% | 40 |
|
|
2023
Q1 | $877K | Hold |
2,450
| – | – | 0.6% | 40 |
|
|
2022
Q4 | $812K | Hold |
2,450
| – | – | 0.56% | 41 |
|
|
2022
Q3 | $643K | Buy |
2,450
+50
| +2% | +$13.1K | 0.49% | 42 |
|
|
2022
Q2 | $673K | Sell |
2,400
-75
| -3% | -$21K | 0.46% | 46 |
|
|
2022
Q1 | $746K | Sell |
2,475
-25
| -1% | -$7.54K | 0.43% | 49 |
|
|
2021
Q4 | $685K | Hold |
2,500
| – | – | 0.4% | 51 |
|
|
2021
Q3 | $627K | Hold |
2,500
| – | – | 0.39% | 53 |
|
|
2021
Q2 | $630K | Hold |
2,500
| – | – | 0.39% | 52 |
|
|
2021
Q1 | $620K | Hold |
2,500
| – | – | 0.41% | 51 |
|
|
2020
Q4 | $585K | Buy |
+2,500
| New | +$585K | 0.42% | 51 |
|