Rothschild Investment LLC’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 | $5.44K | Buy |
16
+15
| +1,500% | +$5.1K | ﹤0.01% | 1474 |
|
|
2025
Q1 | $363 | Sell |
1
-14
| -93% | -$5.08K | ﹤0.01% | 2721 |
|
|
2024
Q4 | $5.44K | Buy |
15
+13
| +650% | +$4.71K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $784 | Hold |
2
| – | – | ﹤0.01% | 2319 |
|
|
2024
Q2 | $762 | Sell |
2
-2
| -50% | -$762 | ﹤0.01% | 1808 |
|
|
2024
Q1 | $1.59K | Sell |
4
-5
| -56% | -$1.99K | ﹤0.01% | 1230 |
|
|
2023
Q4 | $3.18K | Buy |
+9
| New | +$3.18K | ﹤0.01% | 1116 |
|