GPS Wealth Strategies Group’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 | $31.3K | Hold |
92
| – | – | ﹤0.01% | 751 |
|
|
2025
Q1 | $33.4K | Sell |
92
-37
| -29% | -$13.4K | ﹤0.01% | 706 |
|
|
2024
Q4 | $46.8K | Hold |
129
| – | – | 0.01% | 592 |
|
|
2024
Q3 | $50.5K | Hold |
129
| – | – | 0.01% | 574 |
|
|
2024
Q2 | $49.2K | Hold |
129
| – | – | 0.01% | 542 |
|
|
2024
Q1 | $51.3K | Sell |
129
-23
| -15% | -$9.14K | 0.01% | 503 |
|
|
2023
Q4 | $53.7K | Hold |
152
| – | – | 0.01% | 474 |
|
|
2023
Q3 | $56.5K | Hold |
152
| – | – | 0.01% | 460 |
|
|
2023
Q2 | $52K | Hold |
152
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $54.4K | Buy |
+152
| New | +$54.4K | 0.01% | 463 |
|
|
2022
Q4 | – | Sell |
-152
| Closed | -$40K | – | 402 |
|
|
2022
Q3 | $40K | Hold |
152
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $43K | Hold |
152
| – | – | 0.01% | 469 |
|
|
2022
Q1 | $46K | Hold |
152
| – | – | 0.01% | 434 |
|
|
2021
Q4 | $42K | Hold |
152
| – | – | 0.01% | 437 |
|
|
2021
Q3 | $38K | Hold |
152
| – | – | 0.01% | 441 |
|
|
2021
Q2 | $38K | Hold |
152
| – | – | 0.01% | 464 |
|
|
2021
Q1 | $37K | Buy |
+152
| New | +$37K | 0.01% | 435 |
|