Cutter & Co Brokerage’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-973
| Closed | -$353K | – | 205 |
|
|
2024
Q4 | $353K | Sell |
973
-15
| -2% | -$5.44K | 0.09% | 121 |
|
|
2024
Q3 | $387K | Sell |
988
-13
| -1% | -$5.09K | 0.09% | 119 |
|
|
2024
Q2 | $381K | Buy |
1,001
+49
| +5% | +$18.7K | 0.09% | 118 |
|
|
2024
Q1 | $378K | Buy |
952
+78
| +9% | +$31K | 0.09% | 120 |
|
|
2023
Q4 | $309K | Buy |
+874
| New | +$309K | 0.09% | 135 |
|