EverSource Wealth 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 | $326K | Buy |
959
+729
| +317% | +$248K | 0.01% | 635 |
|
|
2025
Q1 | $83.6K | Buy |
230
+19
| +9% | +$6.9K | ﹤0.01% | 983 |
|
|
2024
Q4 | $76.5K | Buy |
211
+64
| +44% | +$23.2K | ﹤0.01% | 1006 |
|
|
2024
Q3 | $57.6K | Sell |
147
-105
| -42% | -$41.1K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $99K | Buy |
252
+10
| +4% | +$3.93K | 0.01% | 803 |
|
|
2024
Q1 | $88.7K | Buy |
242
+7
| +3% | +$2.57K | 0.01% | 754 |
|
|
2023
Q4 | $83.1K | Buy |
235
+2
| +0.9% | +$707 | 0.01% | 709 |
|
|
2023
Q3 | $86.6K | Buy |
233
+1
| +0.4% | +$372 | 0.01% | 623 |
|
|
2023
Q2 | $79.3K | Buy |
232
+1
| +0.4% | +$342 | 0.01% | 662 |
|
|
2023
Q1 | $82.7K | Buy |
231
+1
| +0.4% | +$358 | 0.01% | 609 |
|
|
2022
Q4 | $76.2K | Buy |
230
+116
| +102% | +$38.4K | 0.01% | 603 |
|
|
2022
Q3 | $30K | Sell |
114
-140
| -55% | -$36.8K | 0.01% | 765 |
|
|
2022
Q2 | $72K | Buy |
254
+226
| +807% | +$64.1K | 0.02% | 485 |
|
|
2022
Q1 | $8K | Buy |
28
+9
| +47% | +$2.57K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 1252 |
|