Somerset Trust’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 | $274K | Buy |
806
+21
| +3% | +$7.14K | 0.09% | 155 |
|
|
2025
Q1 | $285K | Buy |
785
+216
| +38% | +$78.5K | 0.1% | 136 |
|
|
2024
Q4 | $206K | Buy |
569
+5
| +0.9% | +$1.81K | 0.08% | 150 |
|
|
2024
Q3 | $221K | Buy |
564
+18
| +3% | +$7.05K | 0.08% | 140 |
|
|
2024
Q2 | $208K | Buy |
546
+15
| +3% | +$5.72K | 0.09% | 144 |
|
|
2024
Q1 | $211K | Buy |
+531
| New | +$211K | 0.09% | 142 |
|
|
2023
Q4 | – | Sell |
-603
| Closed | -$224K | – | 140 |
|
|
2023
Q3 | $224K | Buy |
+603
| New | +$224K | 0.1% | 134 |
|
|
2019
Q2 | – | Sell |
-122
| Closed | -$26K | – | 121 |
|
|
2019
Q1 | $26K | Buy |
122
+80
| +190% | +$17K | 0.01% | 153 |
|
|
2018
Q4 | $9K | Buy |
42
+36
| +600% | +$7.71K | 0.01% | 152 |
|
|
2018
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 162 |
|
|
2017
Q2 | – | Sell |
-13
| Closed | -$3K | – | 149 |
|
|
2017
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 173 |
|