Corient Private Wealth’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 | $6.48M | Sell |
19,080
-5,644
| -23% | -$1.92M | 0.01% | 691 |
|
|
2025
Q1 | $8.98M | Sell |
24,724
-1,618
| -6% | -$588K | 0.01% | 537 |
|
|
2024
Q4 | $9.54M | Sell |
26,342
-1,954
| -7% | -$708K | 0.02% | 525 |
|
|
2024
Q3 | $11.1M | Buy |
28,296
+3,396
| +14% | +$1.33M | 0.02% | 513 |
|
|
2024
Q2 | $9.49M | Buy |
24,900
+7,006
| +39% | +$2.67M | 0.02% | 543 |
|
|
2024
Q1 | $7.11M | Sell |
17,894
-2,296
| -11% | -$913K | 0.01% | 611 |
|
|
2023
Q4 | $7.14M | Buy |
20,190
+1,456
| +8% | +$515K | 0.01% | 609 |
|
|
2023
Q3 | $6.96M | Sell |
18,734
-378
| -2% | -$140K | 0.02% | 562 |
|
|
2023
Q2 | $6.53M | Sell |
19,112
-687
| -3% | -$235K | 0.02% | 561 |
|
|
2023
Q1 | $7.09M | Buy |
19,799
+644
| +3% | +$231K | 0.02% | 498 |
|
|
2022
Q4 | $6.35M | Buy |
+19,155
| New | +$6.35M | 0.02% | 441 |
|