Evoke Wealth’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 | $299K | Buy |
+879
| New | +$299K | 0.01% | 447 |
|
|
2022
Q4 | – | Sell |
-34
| Closed | -$9K | – | 602 |
|
|
2022
Q3 | $9K | Hold |
34
| – | – | ﹤0.01% | 768 |
|
|
2022
Q2 | $10K | Sell |
34
-1
| -3% | -$294 | ﹤0.01% | 768 |
|
|
2022
Q1 | $11K | Buy |
35
+11
| +46% | +$3.46K | ﹤0.01% | 747 |
|
|
2021
Q4 | $7K | Buy |
24
+1
| +4% | +$292 | ﹤0.01% | 838 |
|
|
2021
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 846 |
|
|
2021
Q2 | $6K | Hold |
23
| – | – | ﹤0.01% | 825 |
|
|
2021
Q1 | $6K | Hold |
23
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 710 |
|
|
2020
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 665 |
|
|
2020
Q2 | $5K | Buy |
23
+13
| +130% | +$2.83K | ﹤0.01% | 662 |
|
|
2020
Q1 | $1.92K | Buy |
10
+4
| +67% | +$770 | ﹤0.01% | 806 |
|
|
2019
Q4 | $1.66K | Hold |
6
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q3 | $1.6K | Buy |
+6
| New | +$1.6K | ﹤0.01% | 1245 |
|