Covestor’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 | $39K | Sell |
114
-501
| -81% | -$171K | 0.02% | 990 |
|
|
2025
Q1 | $224K | Buy |
615
+1
| +0.2% | +$364 | 0.15% | 120 |
|
|
2024
Q4 | $223K | Buy |
614
+94
| +18% | +$34.1K | 0.14% | 131 |
|
|
2024
Q3 | $204K | Buy |
520
+43
| +9% | +$16.9K | 0.13% | 163 |
|
|
2024
Q2 | $182K | Buy |
477
+317
| +198% | +$121K | 0.12% | 183 |
|
|
2024
Q1 | $64K | Sell |
160
-77
| -32% | -$30.8K | 0.04% | 777 |
|
|
2023
Q4 | $84K | Buy |
237
+165
| +229% | +$58.5K | 0.06% | 599 |
|
|
2023
Q3 | $27K | Buy |
72
+44
| +157% | +$16.5K | 0.02% | 1010 |
|
|
2023
Q2 | $10K | Sell |
28
-229
| -89% | -$81.8K | 0.01% | 1424 |
|
|
2023
Q1 | $92K | Buy |
257
+43
| +20% | +$15.4K | 0.08% | 424 |
|
|
2022
Q4 | $71K | Sell |
214
-243
| -53% | -$80.6K | 0.06% | 578 |
|
|
2022
Q3 | $120K | Buy |
457
+454
| +15,133% | +$119K | 0.11% | 266 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1690 |
|
|
2022
Q1 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 1774 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1720 |
|