Commonwealth Equity Services’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 | $5.54M | Buy |
16,287
+4,451
| +38% | +$1.51M | 0.01% | 1258 |
|
|
2025
Q1 | $4.3M | Sell |
11,836
-219
| -2% | -$79.6K | 0.01% | 1374 |
|
|
2024
Q4 | $4.37M | Buy |
12,055
+2,438
| +25% | +$884K | 0.01% | 1325 |
|
|
2024
Q3 | $3.77M | Buy |
9,617
+7,712
| +405% | +$3.02M | 0.01% | 1410 |
|
|
2024
Q2 | $726K | Buy |
1,905
+25
| +1% | +$9.53K | ﹤0.01% | 2523 |
|
|
2024
Q1 | $748K | Buy |
1,880
+1,148
| +157% | +$457K | ﹤0.01% | 2466 |
|
|
2023
Q4 | $259K | Buy |
732
+97
| +15% | +$34.3K | ﹤0.01% | 3300 |
|
|
2023
Q3 | $236K | Buy |
635
+27
| +4% | +$10K | ﹤0.01% | 3231 |
|
|
2023
Q2 | $208K | Sell |
608
-9
| -1% | -$3.08K | ﹤0.01% | 3373 |
|
|
2023
Q1 | $221 | Buy |
+617
| New | +$221 | ﹤0.01% | 3224 |
|
|
2020
Q1 | – | Sell |
-1,081
| Closed | -$299K | – | 2858 |
|
|
2019
Q4 | $299K | Sell |
1,081
-21
| -2% | -$5.81K | ﹤0.01% | 2320 |
|
|
2019
Q3 | $293K | Sell |
1,102
-41
| -4% | -$10.9K | ﹤0.01% | 2254 |
|
|
2019
Q2 | $282K | Sell |
1,143
-3
| -0.3% | -$740 | ﹤0.01% | 2242 |
|
|
2019
Q1 | $247K | Buy |
1,146
+99
| +9% | +$21.3K | ﹤0.01% | 2307 |
|
|
2018
Q4 | $228K | Buy |
+1,047
| New | +$228K | ﹤0.01% | 2231 |
|
|
2017
Q3 | – | Sell |
-1,051
| Closed | -$268K | – | 2582 |
|
|
2017
Q2 | $268K | Buy |
+1,051
| New | +$268K | ﹤0.01% | 1999 |
|