Elevated Capital 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 | $781K | Hold |
2,149
| – | – | 0.22% | 138 |
|
|
2025
Q1 | $781K | Sell |
2,149
-44
| -2% | -$16K | 0.22% | 138 |
|
|
2024
Q4 | $795K | Buy |
2,193
+127
| +6% | +$46K | 0.22% | 140 |
|
|
2024
Q3 | $809K | Buy |
2,066
+115
| +6% | +$45.1K | 0.22% | 147 |
|
|
2024
Q2 | $743K | Buy |
1,951
+243
| +14% | +$92.6K | 0.21% | 133 |
|
|
2024
Q1 | $679K | Buy |
1,708
+151
| +10% | +$60K | 0.19% | 118 |
|
|
2023
Q4 | $551K | Buy |
1,557
+146
| +10% | +$51.6K | 0.17% | 126 |
|
|
2023
Q3 | $524K | Sell |
1,411
-4
| -0.3% | -$1.49K | 0.18% | 121 |
|
|
2023
Q2 | $484K | Buy |
1,415
+121
| +9% | +$41.4K | 0.16% | 134 |
|
|
2023
Q1 | $463K | Buy |
1,294
+6
| +0.5% | +$2.15K | 0.17% | 128 |
|
|
2022
Q4 | $427K | Buy |
+1,288
| New | +$427K | 0.16% | 122 |
|