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