NewEdge Advisors’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 | $343K | Sell |
1,011
-818
| -45% | -$278K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $665K | Sell |
1,829
-99
| -5% | -$36K | ﹤0.01% | 1417 |
|
|
2024
Q4 | $699K | Buy |
1,928
+532
| +38% | +$193K | ﹤0.01% | 1352 |
|
|
2024
Q3 | $547K | Sell |
1,396
-213
| -13% | -$83.4K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $613K | Buy |
1,609
+552
| +52% | +$210K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $420K | Buy |
1,057
+594
| +128% | +$236K | ﹤0.01% | 1445 |
|
|
2023
Q4 | $164K | Buy |
463
+47
| +11% | +$16.6K | ﹤0.01% | 1776 |
|
|
2023
Q3 | $155K | Sell |
416
-644
| -61% | -$239K | ﹤0.01% | 1706 |
|
|
2023
Q2 | $362K | Buy |
1,060
+23
| +2% | +$7.86K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $371K | Buy |
1,037
+204
| +24% | +$73K | ﹤0.01% | 1257 |
|
|
2022
Q4 | $201K | Buy |
+833
| New | +$201K | 0.01% | 1185 |
|