Edgestream Partners’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 | $14.7M | Buy |
43,114
+41,783
| +3,139% | +$14.2M | 0.41% | 10 |
|
|
2025
Q1 | $484K | Sell |
1,331
-5,778
| -81% | -$2.1M | 0.02% | 702 |
|
|
2024
Q4 | $2.58M | Buy |
7,109
+5,240
| +280% | +$1.9M | 0.11% | 339 |
|
|
2024
Q3 | $732K | Sell |
1,869
-3,382
| -64% | -$1.33M | 0.03% | 630 |
|
|
2024
Q2 | $2M | Sell |
5,251
-5,186
| -50% | -$1.98M | 0.1% | 334 |
|
|
2024
Q1 | $4.15M | Buy |
10,437
+4,292
| +70% | +$1.71M | 0.21% | 160 |
|
|
2023
Q4 | $2.17M | Buy |
6,145
+5,599
| +1,025% | +$1.98M | 0.16% | 220 |
|
|
2023
Q3 | $203K | Buy |
+546
| New | +$203K | 0.02% | 783 |
|
|
2021
Q2 | – | Sell |
-14,060
| Closed | -$3.48M | – | 467 |
|
|
2021
Q1 | $3.48M | Buy |
14,060
+2,298
| +20% | +$569K | 0.19% | 188 |
|
|
2020
Q4 | $2.75M | Buy |
11,762
+8,379
| +248% | +$1.96M | 0.14% | 188 |
|
|
2020
Q3 | $668K | Buy |
+3,383
| New | +$668K | 0.04% | 245 |
|
|
2020
Q2 | – | Sell |
-11,231
| Closed | -$2.16M | – | 308 |
|
|
2020
Q1 | $2.16M | Sell |
11,231
-1,505
| -12% | -$290K | 0.2% | 134 |
|
|
2019
Q4 | $3.53M | Buy |
12,736
+7,160
| +128% | +$1.98M | 0.18% | 149 |
|
|
2019
Q3 | $1.48M | Buy |
+5,576
| New | +$1.48M | 0.14% | 158 |
|
|
2017
Q2 | – | Sell |
-3,625
| Closed | -$848K | – | 132 |
|
|
2017
Q1 | $848K | Buy |
3,625
+2,698
| +291% | +$631K | 0.37% | 60 |
|
|
2016
Q4 | $201K | Sell |
927
-944
| -50% | -$205K | 0.42% | 78 |
|
|
2016
Q3 | $355K | Buy |
+1,871
| New | +$355K | 0.2% | 94 |
|
|
2016
Q1 | – | Sell |
-1,539
| Closed | -$282K | – | 75 |
|
|
2015
Q4 | $282K | Buy |
+1,539
| New | +$282K | 0.81% | 49 |
|
|
2015
Q3 | – | Sell |
-6,472
| Closed | -$1.18M | – | 69 |
|
|
2015
Q2 | $1.18M | Buy |
+6,472
| New | +$1.18M | 0.81% | 32 |
|
|
2015
Q1 | – | Sell |
-1,443
| Closed | -$246K | – | 74 |
|
|
2014
Q4 | $246K | Buy |
+1,443
| New | +$246K | 0.56% | 54 |
|