Global Retirement Partners’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 | $31.9K | Buy |
+94
| New | +$31.9K | ﹤0.01% | 2029 |
|
|
2024
Q4 | $27.9K | Sell |
77
-162
| -68% | -$58.7K | ﹤0.01% | 1907 |
|
|
2024
Q3 | $93.6K | Buy |
239
+51
| +27% | +$20K | ﹤0.01% | 1271 |
|
|
2024
Q2 | $71.6K | Buy |
188
+12
| +7% | +$4.57K | ﹤0.01% | 1350 |
|
|
2024
Q1 | $70K | Sell |
176
-99
| -36% | -$39.4K | ﹤0.01% | 1243 |
|
|
2023
Q4 | $102K | Buy |
275
+241
| +709% | +$89K | ﹤0.01% | 1033 |
|
|
2023
Q3 | $13.1K | Buy |
34
+31
| +1,033% | +$11.9K | ﹤0.01% | 1842 |
|
|
2023
Q2 | $1.03K | Hold |
3
| – | – | ﹤0.01% | 2775 |
|
|
2023
Q1 | $1.13K | Hold |
3
| – | – | ﹤0.01% | 2696 |
|
|
2022
Q4 | $994 | Hold |
3
| – | – | ﹤0.01% | 2598 |
|
|
2022
Q3 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 2434 |
|
|
2022
Q2 | $1K | Sell |
2
-6
| -75% | -$3K | ﹤0.01% | 2410 |
|
|
2022
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 2163 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 637 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2005 |
|