Horizon Investments’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 | $653K | Buy |
1,921
+1,296
| +207% | +$440K | 0.01% | 680 |
|
|
2025
Q1 | $227K | Buy |
625
+25
| +4% | +$9.08K | 0.01% | 522 |
|
|
2024
Q4 | $217K | Buy |
600
+13
| +2% | +$4.71K | 0.01% | 523 |
|
|
2024
Q3 | $230K | Sell |
587
-49
| -8% | -$19.2K | 0.01% | 518 |
|
|
2024
Q2 | $242K | Buy |
636
+6
| +1% | +$2.29K | 0.01% | 508 |
|
|
2024
Q1 | $250K | Buy |
630
+16
| +3% | +$6.36K | 0.01% | 500 |
|
|
2023
Q4 | $217K | Sell |
614
-1,839
| -75% | -$650K | 0.01% | 507 |
|
|
2023
Q3 | $912K | Buy |
2,453
+7
| +0.3% | +$2.6K | 0.03% | 185 |
|
|
2023
Q2 | $836K | Sell |
2,446
-129
| -5% | -$44.1K | 0.02% | 209 |
|
|
2023
Q1 | $922K | Sell |
2,575
-630
| -20% | -$226K | 0.03% | 190 |
|
|
2022
Q4 | $1.06M | Buy |
3,205
+1,713
| +115% | +$568K | 0.03% | 209 |
|
|
2022
Q3 | $392K | Buy |
1,492
+287
| +24% | +$75.4K | 0.01% | 361 |
|
|
2022
Q2 | $338K | Sell |
1,205
-506
| -30% | -$142K | 0.01% | 354 |
|
|
2022
Q1 | $516K | Buy |
1,711
+556
| +48% | +$168K | 0.01% | 340 |
|
|
2021
Q4 | $316K | Buy |
1,155
+304
| +36% | +$83.2K | 0.01% | 389 |
|
|
2021
Q3 | $213K | Buy |
+851
| New | +$213K | 0.01% | 452 |
|
|
2020
Q4 | – | Sell |
-1,875
| Closed | -$370K | – | 176 |
|
|
2020
Q3 | $370K | Sell |
1,875
-2,187
| -54% | -$432K | 0.01% | 325 |
|
|
2020
Q2 | $838K | Buy |
+4,062
| New | +$838K | 0.02% | 270 |
|
|
2020
Q1 | – | Sell |
-1,477
| Closed | -$409K | – | 346 |
|
|
2019
Q4 | $409K | Buy |
+1,477
| New | +$409K | 0.02% | 335 |
|
|
2019
Q3 | – | Sell |
-2,855
| Closed | -$706K | – | 447 |
|
|
2019
Q2 | $706K | Buy |
+2,855
| New | +$706K | 0.02% | 187 |
|