Moors & Cabot’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 | $230K | Sell |
678
-1
| -0.1% | -$340 | 0.01% | 747 |
|
|
2025
Q1 | $247K | Sell |
679
-25
| -4% | -$9.08K | 0.01% | 710 |
|
|
2024
Q4 | $255K | Buy |
704
+6
| +0.9% | +$2.18K | 0.01% | 717 |
|
|
2024
Q3 | $273K | Buy |
698
+3
| +0.4% | +$1.18K | 0.01% | 682 |
|
|
2024
Q2 | $265K | Sell |
695
-300
| -30% | -$114K | 0.01% | 667 |
|
|
2024
Q1 | $396K | Sell |
995
-37
| -4% | -$14.7K | 0.02% | 574 |
|
|
2023
Q4 | $365K | Buy |
1,032
+232
| +29% | +$82K | 0.02% | 562 |
|
|
2023
Q3 | $297K | Sell |
800
-200
| -20% | -$74.3K | 0.02% | 599 |
|
|
2023
Q2 | $342K | Hold |
1,000
| – | – | 0.02% | 576 |
|
|
2023
Q1 | $358K | Sell |
1,000
-50
| -5% | -$17.9K | 0.02% | 544 |
|
|
2022
Q4 | $348K | Hold |
1,050
| – | – | 0.02% | 530 |
|
|
2022
Q3 | $276K | Buy |
+1,050
| New | +$276K | 0.02% | 586 |
|