Personal CFO 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
Q2 | $234K | Buy |
690
+20
| +3% | +$6.8K | 0.04% | 414 |
|
|
2025
Q1 | $243K | Sell |
670
-202
| -23% | -$73.4K | 0.05% | 378 |
|
|
2024
Q4 | $316K | Sell |
872
-105
| -11% | -$38.1K | 0.06% | 303 |
|
|
2024
Q3 | $383K | Sell |
977
-40
| -4% | -$15.7K | 0.05% | 331 |
|
|
2024
Q2 | $387K | Sell |
1,017
-76
| -7% | -$28.9K | 0.06% | 311 |
|
|
2024
Q1 | $435K | Buy |
1,093
+1
| +0.1% | +$398 | 0.07% | 292 |
|
|
2023
Q4 | $386K | Buy |
+1,092
| New | +$386K | 0.07% | 302 |
|