Oak Thistle LLC’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 |
-2,283
| Closed | -$829K | – | 497 |
|
|
2025
Q1 | $829K | Buy |
+2,283
| New | +$829K | 0.17% | 222 |
|
|
2024
Q1 | – | Sell |
-7,685
| Closed | -$2.72M | – | 361 |
|
|
2023
Q4 | $2.72M | Buy |
+7,685
| New | +$2.72M | 0.78% | 3 |
|
|
2023
Q3 | – | Sell |
-1,248
| Closed | -$427K | – | 501 |
|
|
2023
Q2 | $427K | Buy |
+1,248
| New | +$427K | 0.23% | 191 |
|