MAI Capital Management’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 | $63K | Buy |
185
+19
| +11% | +$6.47K | ﹤0.01% | 1632 |
|
|
2025
Q1 | $60.4K | Sell |
166
-15
| -8% | -$5.46K | ﹤0.01% | 1564 |
|
|
2024
Q4 | $65.7K | Buy |
+181
| New | +$65.7K | ﹤0.01% | 1534 |
|
|
2024
Q3 | – | Sell |
-1,037
| Closed | -$395K | – | 1106 |
|
|
2024
Q2 | $395K | Sell |
1,037
-23
| -2% | -$8.76K | ﹤0.01% | 870 |
|
|
2024
Q1 | $421K | Buy |
1,060
+5
| +0.5% | +$1.99K | ﹤0.01% | 840 |
|
|
2023
Q4 | $373K | Sell |
1,055
-2
| -0.2% | -$707 | ﹤0.01% | 781 |
|
|
2023
Q3 | $393K | Sell |
1,057
-32
| -3% | -$11.9K | 0.01% | 697 |
|
|
2023
Q2 | $372K | Sell |
1,089
-4
| -0.4% | -$1.37K | 0.01% | 727 |
|
|
2023
Q1 | $391K | Buy |
1,093
+116
| +12% | +$41.5K | 0.01% | 700 |
|
|
2022
Q4 | $324K | Sell |
977
-7
| -0.7% | -$2.32K | 0.01% | 726 |
|
|
2022
Q3 | $258K | Buy |
+984
| New | +$258K | ﹤0.01% | 726 |
|