HighTower 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 | $684K | Sell |
2,013
-621
| -24% | -$211K | ﹤0.01% | 2268 |
|
|
2025
Q1 | $957K | Sell |
2,634
-1,329
| -34% | -$483K | ﹤0.01% | 1985 |
|
|
2024
Q4 | $1.44M | Buy |
3,963
+1,614
| +69% | +$585K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $923K | Sell |
2,349
-1,465
| -38% | -$576K | ﹤0.01% | 1965 |
|
|
2024
Q2 | $1.46M | Sell |
3,814
-9,377
| -71% | -$3.59M | ﹤0.01% | 1622 |
|
|
2024
Q1 | $5.25M | Buy |
13,191
+2,776
| +27% | +$1.1M | 0.01% | 942 |
|
|
2023
Q4 | $3.68M | Buy |
10,415
+7,664
| +279% | +$2.7M | 0.01% | 1120 |
|
|
2023
Q3 | $1.02M | Buy |
2,751
+661
| +32% | +$244K | ﹤0.01% | 1758 |
|
|
2023
Q2 | $717K | Buy |
2,090
+198
| +10% | +$67.9K | ﹤0.01% | 1958 |
|
|
2023
Q1 | $676K | Buy |
1,892
+107
| +6% | +$38.2K | ﹤0.01% | 1902 |
|
|
2022
Q4 | $591K | Buy |
+1,785
| New | +$591K | ﹤0.01% | 1996 |
|
|
2018
Q3 | – | Sell |
-3,773
| Closed | -$868K | – | 2173 |
|
|
2018
Q2 | $868K | Sell |
3,773
-2,587
| -41% | -$595K | 0.01% | 1188 |
|
|
2018
Q1 | $1.63M | Buy |
6,360
+2,330
| +58% | +$598K | 0.01% | 878 |
|
|
2017
Q4 | $902K | Sell |
4,030
-2,315
| -36% | -$518K | 0.01% | 1158 |
|
|
2017
Q3 | $1.45M | Sell |
6,345
-3,274
| -34% | -$749K | 0.01% | 939 |
|
|
2017
Q2 | $2.45M | Buy |
9,619
+941
| +11% | +$240K | 0.02% | 723 |
|
|
2017
Q1 | $2.04M | Buy |
8,678
+3,964
| +84% | +$930K | 0.02% | 752 |
|
|
2016
Q4 | $1.03M | Buy |
+4,714
| New | +$1.03M | 0.01% | 960 |
|
|
2013
Q4 | – | Sell |
-3,499
| Closed | -$509K | – | 1493 |
|
|
2013
Q3 | $509K | Buy |
3,499
+10
| +0.3% | +$1.46K | 0.01% | 821 |
|
|
2013
Q2 | $447K | Buy |
+3,489
| New | +$447K | 0.01% | 847 |
|