EFG
Everhart Financial Group’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
7,150
+869
| +14% | +$69.9K | 0.07% | 211 |
|
|
2025
Q1 | $498K | Buy |
6,281
+1,454
| +30% | +$115K | 0.07% | 206 |
|
|
2024
Q4 | $346K | Buy |
4,827
+484
| +11% | +$34.7K | 0.07% | 243 |
|
|
2024
Q3 | $328K | Sell |
4,343
-127
| -3% | -$9.58K | 0.07% | 249 |
|
|
2024
Q2 | $331K | Buy |
4,470
+342
| +8% | +$25.4K | 0.09% | 214 |
|
|
2024
Q1 | $399K | Buy |
4,128
+487
| +13% | +$47K | 0.12% | 180 |
|
|
2023
Q4 | $318K | Buy |
3,641
+184
| +5% | +$16.1K | 0.11% | 170 |
|
|
2023
Q3 | $266K | Sell |
3,457
-389
| -10% | -$29.9K | 0.11% | 168 |
|
|
2023
Q2 | $342K | Buy |
3,846
+746
| +24% | +$66.4K | 0.14% | 142 |
|
|
2023
Q1 | $213K | Sell |
3,100
-1,829
| -37% | -$126K | 0.1% | 191 |
|
|
2022
Q4 | $381K | Buy |
4,929
+893
| +22% | +$69K | 0.19% | 99 |
|
|
2022
Q3 | $281K | Buy |
4,036
+58
| +1% | +$4.04K | 0.16% | 133 |
|
|
2022
Q2 | $241K | Buy |
+3,978
| New | +$241K | 0.15% | 146 |
|