Clearstead Advisors’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 | $289K | Buy |
850
+743
| +694% | +$253K | ﹤0.01% | 771 |
|
|
2025
Q1 | $38.9K | Buy |
107
+10
| +10% | +$3.63K | ﹤0.01% | 1236 |
|
|
2024
Q4 | $35.2K | Buy |
97
+10
| +11% | +$3.63K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $34.1K | Hold |
87
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q2 | $33.1K | Hold |
87
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q1 | $33.2K | Hold |
87
| – | – | ﹤0.01% | 853 |
|
|
2023
Q4 | $30.8K | Buy |
87
+73
| +521% | +$25.8K | ﹤0.01% | 862 |
|
|
2023
Q3 | $5.2K | Buy |
+14
| New | +$5.2K | ﹤0.01% | 1234 |
|
|
2023
Q2 | – | Sell |
-125
| Closed | -$44.8K | – | 1397 |
|
|
2023
Q1 | $44.8K | Buy |
+125
| New | +$44.8K | ﹤0.01% | 683 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$2K | – | 1394 |
|
|
2021
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q3 | $2K | Sell |
8
-4
| -33% | -$1K | ﹤0.01% | 1119 |
|
|
2021
Q2 | $3K | Sell |
12
-11
| -48% | -$2.75K | ﹤0.01% | 961 |
|
|
2021
Q1 | $6K | Buy |
+23
| New | +$6K | ﹤0.01% | 843 |
|