Spire 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 | $3.4K | Buy |
10
+1
| +11% | +$340 | ﹤0.01% | 2051 |
|
|
2025
Q1 | $3.27K | Sell |
9
-530
| -98% | -$193K | ﹤0.01% | 2172 |
|
|
2024
Q4 | $195K | Buy |
539
+533
| +8,883% | +$193K | 0.01% | 825 |
|
|
2024
Q3 | $2.35K | Hold |
6
| – | – | ﹤0.01% | 1970 |
|
|
2024
Q2 | $2.29K | Buy |
6
+1
| +20% | +$381 | ﹤0.01% | 1986 |
|
|
2024
Q1 | $1.99K | Buy |
5
+3
| +150% | +$1.19K | ﹤0.01% | 2100 |
|
|
2023
Q4 | $748 | Buy |
+2
| New | +$748 | ﹤0.01% | 2309 |
|
|
2023
Q1 | – | Sell |
-88
| Closed | -$29K | – | 2504 |
|
|
2022
Q4 | $29K | Buy |
+88
| New | +$29K | ﹤0.01% | 1217 |
|
|
2022
Q2 | – | Sell |
-87
| Closed | -$26K | – | 2693 |
|
|
2022
Q1 | $26K | Sell |
87
-46
| -35% | -$13.7K | ﹤0.01% | 1699 |
|
|
2021
Q4 | $36K | Buy |
+133
| New | +$36K | ﹤0.01% | 1869 |
|
|
2021
Q2 | – | Sell |
-102
| Closed | -$26K | – | 2680 |
|
|
2021
Q1 | $26K | Buy |
+102
| New | +$26K | ﹤0.01% | 2041 |
|