Heritage Wealth Advisors’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 | $27.2K | Hold |
80
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $29.1K | Hold |
80
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $29K | Hold |
80
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $31.3K | Hold |
80
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $30.5K | Hold |
80
| – | – | ﹤0.01% | 350 |
|
|
2024
Q1 | $31.8K | Hold |
80
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $28.3K | Hold |
80
| – | – | ﹤0.01% | 382 |
|
|
2023
Q3 | $29.7K | Hold |
80
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $27.3K | Hold |
80
| – | – | ﹤0.01% | 377 |
|
|
2023
Q1 | $28.6K | Hold |
80
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $26.5K | Hold |
80
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $21K | Sell |
80
-50
| -38% | -$13.1K | ﹤0.01% | 378 |
|
|
2022
Q2 | $36K | Buy |
+130
| New | +$36K | ﹤0.01% | 355 |
|
|
2021
Q2 | – | Sell |
-497
| Closed | -$123K | – | 570 |
|
|
2021
Q1 | $123K | Sell |
497
-172
| -26% | -$42.6K | 0.01% | 243 |
|
|
2020
Q4 | $157K | Buy |
+669
| New | +$157K | 0.01% | 217 |
|