Greenwood Capital Associates’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 | $516K | Sell |
1,519
-317
| -17% | -$108K | 0.06% | 189 |
|
2025
Q1 | $667K | Buy |
1,836
+22
| +1% | +$7.99K | 0.09% | 157 |
|
2024
Q4 | $658K | Sell |
1,814
-124
| -6% | -$44.9K | 0.09% | 164 |
|
2024
Q3 | $759K | Sell |
1,938
-44
| -2% | -$17.2K | 0.1% | 158 |
|
2024
Q2 | $755K | Buy |
1,982
+40
| +2% | +$15.2K | 0.1% | 161 |
|
2024
Q1 | $772K | Sell |
1,942
-38
| -2% | -$15.1K | 0.1% | 157 |
|
2023
Q4 | $700K | Buy |
1,980
+354
| +22% | +$125K | 0.09% | 163 |
|
2023
Q3 | $604K | Buy |
1,626
+453
| +39% | +$168K | 0.09% | 172 |
|
2023
Q2 | $401K | Buy |
+1,173
| New | +$401K | 0.06% | 198 |
|