Commonwealth Equity Services’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.55M | Sell |
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|
2025
Q2 | $5.54M | Buy |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $4.37M | Buy |
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|
2024
Q3 | $3.77M | Buy |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $221 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $282K | Sell |
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|
2019
Q1 | $247K | Buy |
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|
2018
Q4 | $228K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $268K | Buy |
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