Mather Group’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 | – | Sell |
-1,199
| Closed | -$436K | – | 920 |
|
|
2025
Q1 | $436K | Sell |
1,199
-32
| -3% | -$11.6K | 0.01% | 406 |
|
|
2024
Q4 | $446K | Buy |
1,231
+16
| +1% | +$5.8K | 0.01% | 383 |
|
|
2024
Q3 | $476K | Sell |
1,215
-25
| -2% | -$9.8K | 0.01% | 374 |
|
|
2024
Q2 | $493K | Sell |
1,240
-232
| -16% | -$92.2K | 0.01% | 421 |
|
|
2024
Q1 | $521K | Sell |
1,472
-14
| -0.9% | -$4.95K | 0.01% | 333 |
|
|
2023
Q4 | $525K | Buy |
1,486
+856
| +136% | +$303K | 0.01% | 344 |
|
|
2023
Q3 | $234K | Buy |
630
+8
| +1% | +$2.97K | ﹤0.01% | 494 |
|
|
2023
Q2 | $213K | Buy |
+622
| New | +$213K | ﹤0.01% | 539 |
|
|
2022
Q4 | – | Sell |
-806
| Closed | -$212K | – | 487 |
|
|
2022
Q3 | $212K | Buy |
+806
| New | +$212K | ﹤0.01% | 439 |
|