Freedom Investment Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-834
| Closed | -$332K | – | 807 |
|
|
2024
Q1 | $332K | Buy |
834
+16
| +2% | +$6.36K | 0.03% | 568 |
|
|
2023
Q4 | $289K | Sell |
818
-59
| -7% | -$20.9K | 0.02% | 605 |
|
|
2023
Q3 | $326K | Buy |
877
+28
| +3% | +$10.4K | 0.04% | 472 |
|
|
2023
Q2 | $290K | Sell |
849
-4
| -0.5% | -$1.37K | 0.03% | 552 |
|
|
2023
Q1 | $306K | Buy |
+853
| New | +$306K | 0.03% | 548 |
|