Equitable Trust’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 | $15.6M | Sell |
45,899
-5,130
| -10% | -$1.74M | 0.78% | 33 |
|
|
2025
Q1 | $18.5M | Buy |
51,029
+34,032
| +200% | +$12.4M | 1.03% | 22 |
|
|
2024
Q4 | $6.16M | Buy |
16,997
+8,398
| +98% | +$3.04M | 0.34% | 53 |
|
|
2024
Q3 | $3.37M | Sell |
8,599
-5,682
| -40% | -$2.23M | 0.22% | 100 |
|
|
2024
Q2 | $5.44M | Buy |
14,281
+5,417
| +61% | +$2.06M | 0.37% | 56 |
|
|
2024
Q1 | $3.52M | Buy |
8,864
+160
| +2% | +$63.6K | 0.24% | 87 |
|
|
2023
Q4 | $3.08M | Buy |
8,704
+851
| +11% | +$301K | 0.23% | 86 |
|
|
2023
Q3 | $2.92M | Hold |
7,853
| – | – | 0.24% | 81 |
|
|
2023
Q2 | $2.68M | Buy |
7,853
+622
| +9% | +$213K | 0.21% | 93 |
|
|
2023
Q1 | $2.59M | Buy |
7,231
+460
| +7% | +$165K | 0.2% | 96 |
|
|
2022
Q4 | $2.24M | Buy |
6,771
+25
| +0.4% | +$8.28K | 0.18% | 113 |
|
|
2022
Q3 | $1.77M | Sell |
6,746
-96
| -1% | -$25.2K | 0.15% | 130 |
|
|
2022
Q2 | $1.92M | Sell |
6,842
-68
| -1% | -$19.1K | 0.14% | 129 |
|
|
2022
Q1 | $2.08M | Buy |
+6,910
| New | +$2.08M | 0.13% | 137 |
|