Prestige Wealth Management Group’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 | $1.02K | Hold |
3
| – | – | ﹤0.01% | 847 |
|
|
2025
Q1 | $1.09K | Hold |
3
| – | – | ﹤0.01% | 837 |
|
|
2024
Q4 | $1.09K | Sell |
3
-9
| -75% | -$3.26K | ﹤0.01% | 870 |
|
|
2024
Q3 | $4.7K | Hold |
12
| – | – | ﹤0.01% | 613 |
|
|
2024
Q2 | $4.57K | Sell |
12
-1
| -8% | -$381 | ﹤0.01% | 569 |
|
|
2024
Q1 | $5.17K | Sell |
13
-18
| -58% | -$7.16K | ﹤0.01% | 559 |
|
|
2023
Q4 | $11K | Buy |
31
+28
| +933% | +$9.9K | ﹤0.01% | 429 |
|
|
2023
Q3 | $1.12K | Hold |
3
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $1.03K | Sell |
3
-1
| -25% | -$342 | ﹤0.01% | 903 |
|
|
2023
Q1 | $1.43K | Hold |
4
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $1.33K | Hold |
4
| – | – | ﹤0.01% | 919 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 827 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 837 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 860 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 886 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 876 |
|
|
2021
Q2 | $1K | Sell |
4
-18
| -82% | -$4.5K | ﹤0.01% | 867 |
|
|
2021
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 607 |
|
|
2020
Q4 | $5K | Sell |
22
-21
| -49% | -$4.77K | ﹤0.01% | 576 |
|
|
2020
Q3 | $8K | Hold |
43
| – | – | ﹤0.01% | 469 |
|
|
2020
Q2 | $9K | Sell |
43
-36
| -46% | -$7.54K | ﹤0.01% | 435 |
|
|
2020
Q1 | $15K | Buy |
+79
| New | +$15K | 0.01% | 320 |
|
|
2019
Q1 | – | Sell |
-4
| Closed | -$1K | – | 678 |
|
|
2018
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 997 |
|