Orion Portfolio Solutions’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.3M | Buy |
3,578
+598
| +20% | +$217K | 0.01% | 935 |
|
|
2024
Q4 | $1.08M | Buy |
2,980
+851
| +40% | +$308K | 0.01% | 1010 |
|
|
2024
Q3 | $834K | Sell |
2,129
-47
| -2% | -$18.4K | 0.01% | 1136 |
|
|
2024
Q2 | $829K | Buy |
2,176
+61
| +3% | +$23.2K | 0.01% | 1063 |
|
|
2024
Q1 | $841K | Sell |
2,115
-140
| -6% | -$55.7K | 0.01% | 1060 |
|
|
2023
Q4 | $840K | Sell |
2,255
-188
| -8% | -$70K | 0.01% | 1024 |
|
|
2023
Q3 | $908K | Sell |
2,443
-106
| -4% | -$39.4K | 0.01% | 968 |
|
|
2023
Q2 | $871K | Sell |
2,549
-246
| -9% | -$84.1K | 0.01% | 1005 |
|
|
2023
Q1 | $1M | Buy |
+2,795
| New | +$1M | 0.01% | 871 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | -$4K | – | 869 |
|
|
2020
Q2 | $4K | Buy |
18
+13
| +260% | +$2.89K | ﹤0.01% | 1541 |
|
|
2020
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1701 |
|