Lindbrook Capital’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$129K Buy
355
+270
+318% +$98.1K 0.01% 569
2024
Q4
$30.8K Sell
85
-3
-3% -$1.09K ﹤0.01% 1039
2024
Q3
$34.5K Sell
88
-31
-26% -$12.1K ﹤0.01% 999
2024
Q2
$45.3K Buy
119
+48
+68% +$18.3K ﹤0.01% 839
2024
Q1
$28.2K Sell
71
-34
-32% -$13.5K ﹤0.01% 1039
2023
Q4
$37.1K Buy
105
+41
+64% +$14.5K ﹤0.01% 876
2023
Q3
$23.8K Buy
64
+1
+2% +$372 ﹤0.01% 990
2023
Q2
$21.5K Sell
63
-2
-3% -$684 ﹤0.01% 1051
2023
Q1
$23.3K Buy
65
+2
+3% +$716 ﹤0.01% 993
2022
Q4
$20.9K Buy
63
+55
+688% +$18.2K ﹤0.01% 1037
2022
Q3
$2K Sell
8
-1
-11% -$250 ﹤0.01% 2037
2022
Q2
$3K Buy
9
+3
+50% +$1K ﹤0.01% 1770
2022
Q1
$2K Hold
6
﹤0.01% 1977
2021
Q4
$2K Hold
6
﹤0.01% 1761
2021
Q3
$2K Hold
6
﹤0.01% 1522
2021
Q2
$2K Hold
6
﹤0.01% 1575
2021
Q1
$1K Hold
6
﹤0.01% 1696
2020
Q4
$1K Hold
6
﹤0.01% 1599
2020
Q3
$1K Hold
6
﹤0.01% 1536
2020
Q2
$1K Hold
6
﹤0.01% 1542
2020
Q1
$1K Hold
6
﹤0.01% 1435
2019
Q4
$2K Hold
6
﹤0.01% 1277
2019
Q3
$2K Hold
6
﹤0.01% 1249
2019
Q2
$1K Hold
6
﹤0.01% 1316
2019
Q1
$1K Hold
6
﹤0.01% 1290
2018
Q4
$1K Buy
+6
New +$1K ﹤0.01% 1243