E&G Advisors’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 | $385K | Sell |
1,130
-135
| -11% | -$46K | 0.1% | 143 |
|
|
2025
Q1 | $460K | Hold |
1,265
| – | – | 0.13% | 128 |
|
|
2024
Q4 | $459K | Sell |
1,265
-50
| -4% | -$18.1K | 0.12% | 127 |
|
|
2024
Q3 | $514K | Hold |
1,315
| – | – | 0.14% | 123 |
|
|
2024
Q2 | $500K | Sell |
1,315
-30
| -2% | -$11.4K | 0.15% | 123 |
|
|
2024
Q1 | $533K | Buy |
1,345
+265
| +25% | +$105K | 0.17% | 113 |
|
|
2023
Q4 | $382K | Buy |
1,080
+280
| +35% | +$99.1K | 0.14% | 129 |
|
|
2023
Q3 | $297K | Hold |
800
| – | – | 0.11% | 154 |
|
|
2023
Q2 | $273K | Hold |
800
| – | – | 0.1% | 168 |
|
|
2023
Q1 | $286K | Buy |
800
+50
| +7% | +$17.9K | 0.11% | 161 |
|
|
2022
Q4 | $248K | Buy |
+750
| New | +$248K | 0.09% | 173 |
|
|
2022
Q3 | – | Sell |
-760
| Closed | -$213K | – | 204 |
|
|
2022
Q2 | $213K | Hold |
760
| – | – | 0.07% | 196 |
|
|
2022
Q1 | $229K | Sell |
760
-100
| -12% | -$30.1K | 0.06% | 198 |
|
|
2021
Q4 | $236K | Hold |
860
| – | – | 0.06% | 197 |
|
|
2021
Q3 | $216K | Buy |
+860
| New | +$216K | 0.06% | 198 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 200 |
|
|
2020
Q1 | – | Sell |
-850
| Closed | -$235K | – | 175 |
|
|
2019
Q4 | $235K | Hold |
850
| – | – | 0.09% | 178 |
|
|
2019
Q3 | $226K | Hold |
850
| – | – | 0.09% | 170 |
|
|
2019
Q2 | $210K | Sell |
850
-200
| -19% | -$49.4K | 0.09% | 171 |
|
|
2019
Q1 | $227K | Sell |
1,050
-650
| -38% | -$141K | 0.1% | 168 |
|
|
2018
Q4 | $370K | Hold |
1,700
| – | – | 0.17% | 140 |
|
|
2018
Q3 | $388K | Hold |
1,700
| – | – | 0.15% | 147 |
|
|
2018
Q2 | $392K | Hold |
1,700
| – | – | 0.16% | 139 |
|
|
2018
Q1 | $437K | Buy |
+1,700
| New | +$437K | 0.19% | 118 |
|