Ethic Inc’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 | $1.67M | Buy |
4,961
+125
| +3% | +$42.1K | 0.03% | 481 |
|
|
2025
Q1 | $1.77M | Sell |
4,836
-286
| -6% | -$105K | 0.04% | 446 |
|
|
2024
Q4 | $1.86M | Buy |
5,122
+1,334
| +35% | +$483K | 0.04% | 434 |
|
|
2024
Q3 | $1.51M | Sell |
3,788
-583
| -13% | -$232K | 0.04% | 462 |
|
|
2024
Q2 | $1.67M | Buy |
4,371
+583
| +15% | +$222K | 0.04% | 436 |
|
|
2024
Q1 | $1.51M | Sell |
3,788
-565
| -13% | -$225K | 0.04% | 463 |
|
|
2023
Q4 | $1.54M | Buy |
4,353
+178
| +4% | +$62.9K | 0.05% | 423 |
|
|
2023
Q3 | $1.55M | Buy |
4,175
+1,071
| +35% | +$398K | 0.05% | 363 |
|
|
2023
Q2 | $1.06M | Sell |
3,104
-306
| -9% | -$105K | 0.04% | 437 |
|
|
2023
Q1 | $1.22M | Buy |
3,410
+1,370
| +67% | +$491K | 0.05% | 391 |
|
|
2022
Q4 | $676K | Buy |
2,040
+736
| +56% | +$244K | 0.04% | 482 |
|
|
2022
Q3 | $342K | Buy |
1,304
+103
| +9% | +$27K | 0.02% | 603 |
|
|
2022
Q2 | $337K | Buy |
1,201
+469
| +64% | +$132K | 0.02% | 595 |
|
|
2022
Q1 | $221K | Buy |
+732
| New | +$221K | 0.02% | 683 |
|