Pathway Financial Advisers’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 | – | Sell |
-35
| Closed | -$12.7K | – | 223 |
|
|
2024
Q4 | $12.7K | Sell |
35
-13,679
| -100% | -$4.96M | ﹤0.01% | 342 |
|
|
2024
Q3 | $35 | Buy |
13,714
+13,679
| +39,083% | +$35 | ﹤0.01% | 414 |
|
|
2024
Q2 | $13.3K | Hold |
35
| – | – | ﹤0.01% | 321 |
|
|
2024
Q1 | $13.9K | Hold |
35
| – | – | 0.01% | 320 |
|
|
2023
Q4 | $12.4K | Hold |
35
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $13K | Buy |
+35
| New | +$13K | 0.01% | 333 |
|
|
2023
Q1 | $12.5K | Hold |
35
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $11.6K | Buy |
+35
| New | +$11.6K | ﹤0.01% | 394 |
|