HRT Financial’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 | $18.4M | Buy |
+54,086
| New | +$18.4M | 0.08% | 122 |
|
|
2024
Q4 | – | Sell |
-4,918
| Closed | -$1.93M | – | 2380 |
|
|
2024
Q3 | $1.93M | Buy |
+4,918
| New | +$1.93M | 0.01% | 835 |
|
|
2024
Q1 | – | Sell |
-5,693
| Closed | -$2.01M | – | 2355 |
|
|
2023
Q4 | $2.01M | Sell |
5,693
-7,981
| -58% | -$2.82M | 0.01% | 607 |
|
|
2023
Q3 | $5.08M | Buy |
13,674
+7,967
| +140% | +$2.96M | 0.05% | 270 |
|
|
2023
Q2 | $1.95M | Buy |
+5,707
| New | +$1.95M | 0.02% | 587 |
|
|
2023
Q1 | – | Sell |
-28,351
| Closed | -$9.39M | – | 2459 |
|
|
2022
Q4 | $9.39M | Buy |
+28,351
| New | +$9.39M | 0.13% | 141 |
|
|
2022
Q2 | – | Sell |
-702
| Closed | -$211K | – | 2986 |
|
|
2022
Q1 | $211K | Sell |
702
-308
| -30% | -$92.6K | ﹤0.01% | 2209 |
|
|
2021
Q4 | $276K | Buy |
+1,010
| New | +$276K | ﹤0.01% | 2076 |
|
|
2021
Q2 | – | Sell |
-14,967
| Closed | -$3.71M | – | 2887 |
|
|
2021
Q1 | $3.71M | Buy |
14,967
+13,667
| +1,051% | +$3.39M | 0.04% | 299 |
|
|
2020
Q4 | $304K | Buy |
+1,300
| New | +$304K | 0.01% | 1216 |
|
|
2020
Q3 | – | Sell |
-3,280
| Closed | -$676K | – | 1910 |
|
|
2020
Q2 | $676K | Buy |
+3,280
| New | +$676K | 0.02% | 590 |
|
|
2019
Q4 | – | Sell |
-755
| Closed | -$200K | – | 1212 |
|
|
2019
Q3 | $200K | Buy |
+755
| New | +$200K | 0.01% | 1045 |
|
|
2017
Q3 | – | Sell |
-1,920
| Closed | -$488K | – | 108 |
|
|
2017
Q2 | $488K | Buy |
+1,920
| New | +$488K | 0.77% | 18 |
|