Scotia Capital’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 | $213K | Buy |
+626
| New | +$213K | ﹤0.01% | 786 |
|
|
2023
Q4 | – | Sell |
-3,297
| Closed | -$1.23M | – | 803 |
|
|
2023
Q3 | $1.23M | Buy |
+3,297
| New | +$1.23M | 0.01% | 422 |
|
|
2023
Q2 | – | Sell |
-4,197
| Closed | -$1.5M | – | 798 |
|
|
2023
Q1 | $1.5M | Buy |
4,197
+676
| +19% | +$242K | 0.01% | 389 |
|
|
2022
Q4 | $1.17M | Buy |
+3,521
| New | +$1.17M | 0.01% | 425 |
|
|
2018
Q3 | – | Sell |
-1,227
| Closed | -$313K | – | 726 |
|
|
2018
Q2 | $313K | Hold |
1,227
| – | – | ﹤0.01% | 574 |
|
|
2018
Q1 | $315K | Buy |
+1,227
| New | +$315K | ﹤0.01% | 594 |
|
|
2017
Q4 | – | Sell |
-1,504
| Closed | -$343K | – | 703 |
|
|
2017
Q3 | $343K | Buy |
1,504
+431
| +40% | +$98.3K | ﹤0.01% | 562 |
|
|
2017
Q2 | $273K | Buy |
+1,073
| New | +$273K | ﹤0.01% | 566 |
|