CX Institutional’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 | $60K | Sell |
177
-305
| -63% | -$103K | ﹤0.01% | 830 |
|
|
2025
Q1 | $175K | Buy |
+482
| New | +$175K | 0.01% | 633 |
|
|
2022
Q3 | – | Sell |
-114
| Closed | -$32K | – | 651 |
|
|
2022
Q2 | $32K | Buy |
+114
| New | +$32K | ﹤0.01% | 757 |
|
|
2021
Q4 | – | Sell |
-93
| Closed | -$23K | – | 495 |
|
|
2021
Q3 | $23K | Buy |
93
+15
| +19% | +$3.71K | ﹤0.01% | 715 |
|
|
2021
Q2 | $20K | Buy |
78
+8
| +11% | +$2.05K | ﹤0.01% | 739 |
|
|
2021
Q1 | $17K | Buy |
70
+21
| +43% | +$5.1K | ﹤0.01% | 696 |
|
|
2020
Q4 | $11K | Buy |
49
+25
| +104% | +$5.61K | ﹤0.01% | 712 |
|
|
2020
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 740 |
|
|
2020
Q2 | $5K | Buy |
24
+18
| +300% | +$3.75K | ﹤0.01% | 663 |
|
|
2020
Q1 | $1K | Sell |
6
-4
| -40% | -$667 | ﹤0.01% | 714 |
|
|
2019
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 624 |
|
|
2019
Q3 | $3K | Sell |
10
-8
| -44% | -$2.4K | ﹤0.01% | 661 |
|
|
2019
Q2 | $4K | Buy |
18
+10
| +125% | +$2.22K | ﹤0.01% | 642 |
|
|
2019
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 682 |
|