Robertson Stephens Wealth Management’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 | $1.47M | Sell |
4,339
-23
| -0.5% | -$7.82K | 0.05% | 222 |
|
|
2025
Q1 | $1.58M | Sell |
4,362
-55
| -1% | -$20K | 0.05% | 211 |
|
|
2024
Q4 | $1.6M | Buy |
4,417
+4
| +0.1% | +$1.45K | 0.06% | 214 |
|
|
2024
Q3 | $1.73M | Sell |
4,413
-1,671
| -27% | -$655K | 0.06% | 210 |
|
|
2024
Q2 | $2.32M | Sell |
6,084
-31
| -0.5% | -$11.8K | 0.12% | 137 |
|
|
2024
Q1 | $2.43M | Sell |
6,115
-199
| -3% | -$79.1K | 0.13% | 133 |
|
|
2023
Q4 | $2.23M | Sell |
6,314
-291
| -4% | -$103K | 0.14% | 129 |
|
|
2023
Q3 | $2.45M | Sell |
6,605
-81
| -1% | -$30.1K | 0.17% | 125 |
|
|
2023
Q2 | $2.29M | Sell |
6,686
-505
| -7% | -$173K | 0.16% | 117 |
|
|
2023
Q1 | $2.57M | Sell |
7,191
-68
| -0.9% | -$24.3K | 0.2% | 108 |
|
|
2022
Q4 | $2.4M | Sell |
7,259
-3
| -0% | -$994 | 0.23% | 93 |
|
|
2022
Q3 | $1.91M | Sell |
7,262
-247
| -3% | -$64.8K | 0.2% | 94 |
|
|
2022
Q2 | $2.1M | Sell |
7,509
-100
| -1% | -$28K | 0.2% | 97 |
|
|
2022
Q1 | $2.29M | Buy |
7,609
+56
| +0.7% | +$16.9K | 0.19% | 100 |
|
|
2021
Q4 | $2.07M | Buy |
+7,553
| New | +$2.07M | 0.17% | 109 |
|