FinTrust Capital Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $36.8K | Hold |
94
| – | – | 0.01% | 660 |
|
|
2024
Q2 | $35.8K | Hold |
94
| – | – | 0.01% | 614 |
|
|
2024
Q1 | $37.4K | Hold |
94
| – | – | 0.01% | 594 |
|
|
2023
Q4 | $33.2K | Hold |
94
| – | – | 0.01% | 580 |
|
|
2023
Q3 | $34.9K | Hold |
94
| – | – | 0.01% | 533 |
|
|
2023
Q2 | $31.1K | Hold |
94
| – | – | 0.01% | 539 |
|
|
2023
Q1 | $31.1K | Hold |
94
| – | – | 0.01% | 539 |
|
|
2022
Q4 | $31.1K | Hold |
94
| – | – | 0.01% | 539 |
|
|
2022
Q3 | $26K | Buy |
94
+67
| +248% | +$18.5K | 0.01% | 660 |
|
|
2022
Q2 | $7K | Buy |
+27
| New | +$7K | ﹤0.01% | 968 |
|
|
2021
Q1 | – | Sell |
-85
| Closed | -$20K | – | 1142 |
|
|
2020
Q4 | $20K | Sell |
85
-23
| -21% | -$5.41K | 0.01% | 670 |
|
|
2020
Q3 | $21 | Sell |
108
-120
| -53% | -$23 | ﹤0.01% | 630 |
|
|
2020
Q2 | $47K | Buy |
228
+112
| +97% | +$23.1K | 0.02% | 500 |
|
|
2020
Q1 | $22K | Hold |
116
| – | – | 0.01% | 593 |
|
|
2019
Q4 | $32K | Hold |
116
| – | – | 0.01% | 533 |
|
|
2019
Q3 | $31K | Buy |
116
+15
| +15% | +$4.01K | 0.01% | 534 |
|
|
2019
Q2 | $25K | Hold |
101
| – | – | 0.01% | 548 |
|
|
2019
Q1 | $22K | Hold |
101
| – | – | 0.01% | 574 |
|
|
2018
Q4 | $22K | Buy |
+101
| New | +$22K | 0.01% | 561 |
|