Private Trust Company’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 | $99.6K | Buy |
293
+86
| +42% | +$29.2K | 0.01% | 956 |
|
|
2025
Q1 | $75.2K | Buy |
207
+11
| +6% | +$4K | 0.01% | 1035 |
|
|
2024
Q4 | $71K | Buy |
196
+64
| +48% | +$23.2K | 0.01% | 1045 |
|
|
2024
Q3 | $51.7K | Buy |
132
+45
| +52% | +$17.6K | 0.01% | 1129 |
|
|
2024
Q2 | $33.1K | Sell |
87
-2
| -2% | -$762 | ﹤0.01% | 1265 |
|
|
2024
Q1 | $35.4K | Buy |
89
+23
| +35% | +$9.14K | ﹤0.01% | 1225 |
|
|
2023
Q4 | $23.3K | Hold |
66
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q3 | $24.5K | Buy |
66
+36
| +120% | +$13.4K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $10.3K | Sell |
30
-1
| -3% | -$342 | ﹤0.01% | 1615 |
|
|
2023
Q1 | $11.1K | Hold |
31
| – | – | ﹤0.01% | 1541 |
|
|
2022
Q4 | $10K | Hold |
31
| – | – | ﹤0.01% | 1539 |
|
|
2022
Q3 | $8K | Hold |
31
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q2 | $9K | Buy |
+31
| New | +$9K | ﹤0.01% | 1531 |
|
|
2014
Q4 | – | Sell |
-265
| Closed | -$43K | – | 534 |
|
|
2014
Q3 | $43K | Sell |
265
-25
| -9% | -$4.06K | 0.01% | 596 |
|
|
2014
Q2 | $47K | Buy |
290
+12
| +4% | +$1.95K | 0.02% | 572 |
|
|
2014
Q1 | $43K | Sell |
278
-10
| -3% | -$1.55K | 0.02% | 525 |
|
|
2013
Q4 | $45K | Buy |
288
+172
| +148% | +$26.9K | 0.02% | 475 |
|
|
2013
Q3 | $17K | Buy |
116
+16
| +16% | +$2.35K | 0.01% | 713 |
|
|
2013
Q2 | $13K | Buy |
+100
| New | +$13K | 0.01% | 761 |
|