Colonial Trust’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 | $328K | Hold |
964
| – | – | 0.05% | 232 |
|
|
2025
Q1 | $350K | Buy |
964
+367
| +61% | +$133K | 0.05% | 209 |
|
|
2024
Q4 | $216K | Buy |
597
+350
| +142% | +$127K | 0.03% | 288 |
|
|
2024
Q3 | $96.8K | Buy |
247
+1
| +0.4% | +$392 | 0.01% | 451 |
|
|
2024
Q2 | $93.7K | Hold |
246
| – | – | 0.02% | 412 |
|
|
2024
Q1 | $97.8K | Hold |
246
| – | – | 0.02% | 405 |
|
|
2023
Q4 | $87K | Buy |
246
+2
| +0.8% | +$707 | 0.02% | 420 |
|
|
2023
Q3 | $90.7K | Buy |
244
+2
| +0.8% | +$743 | 0.02% | 378 |
|
|
2023
Q2 | $82.7K | Buy |
242
+6
| +3% | +$2.05K | 0.02% | 395 |
|
|
2023
Q1 | $84.5K | Hold |
236
| – | – | 0.02% | 369 |
|
|
2022
Q4 | $78.2K | Buy |
+236
| New | +$78.2K | 0.02% | 360 |
|