Signature Estate & Investment Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,137
| Closed | -$1.86M | – | 556 |
|
|
2024
Q4 | $1.86M | Buy |
5,137
+231
| +5% | +$83.7K | 0.05% | 140 |
|
|
2024
Q3 | $1.92M | Sell |
4,906
-2,930
| -37% | -$1.15M | 0.04% | 133 |
|
|
2024
Q2 | $2.99M | Buy |
7,836
+307
| +4% | +$117K | 0.07% | 99 |
|
|
2024
Q1 | $2.99M | Buy |
7,529
+493
| +7% | +$196K | 0.08% | 70 |
|
|
2023
Q4 | $2.49M | Sell |
7,036
-109
| -2% | -$38.5K | 0.07% | 77 |
|
|
2023
Q3 | $2.66M | Buy |
7,145
+291
| +4% | +$108K | 0.09% | 63 |
|
|
2023
Q2 | $2.34M | Buy |
6,854
+247
| +4% | +$84.4K | 0.08% | 74 |
|
|
2023
Q1 | $2.37M | Sell |
6,607
-640
| -9% | -$229K | 0.08% | 68 |
|
|
2022
Q4 | $2.4M | Sell |
7,247
-884
| -11% | -$293K | 0.09% | 73 |
|
|
2022
Q3 | $2.13M | Buy |
8,131
+49
| +0.6% | +$12.9K | 0.1% | 66 |
|
|
2022
Q2 | $2.27M | Buy |
8,082
+52
| +0.6% | +$14.6K | 0.11% | 61 |
|
|
2022
Q1 | $2.42M | Buy |
+8,030
| New | +$2.42M | 0.11% | 61 |
|