Steward Partners Investment Advisory’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 | $135K | Sell |
398
-39
| -9% | -$13.3K | ﹤0.01% | 1945 |
|
|
2025
Q1 | $159K | Buy |
437
+44
| +11% | +$16K | ﹤0.01% | 1760 |
|
|
2024
Q4 | $142K | Buy |
393
+25
| +7% | +$9.06K | ﹤0.01% | 1792 |
|
|
2024
Q3 | $144K | Buy |
368
+31
| +9% | +$12.1K | ﹤0.01% | 1689 |
|
|
2024
Q2 | $128K | Buy |
337
+126
| +60% | +$48K | ﹤0.01% | 1656 |
|
|
2024
Q1 | $83.9K | Hold |
211
| – | – | ﹤0.01% | 1852 |
|
|
2023
Q4 | $74.6K | Buy |
211
+45
| +27% | +$15.9K | ﹤0.01% | 1810 |
|
|
2023
Q3 | $61.7K | Buy |
166
+158
| +1,975% | +$58.7K | ﹤0.01% | 1808 |
|
|
2023
Q2 | $2.74K | Hold |
8
| – | – | ﹤0.01% | 2966 |
|
|
2023
Q1 | $2.86K | Hold |
8
| – | – | ﹤0.01% | 2948 |
|
|
2022
Q4 | $2.65K | Hold |
8
| – | – | ﹤0.01% | 2956 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 3011 |
|
|
2022
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 2989 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 3073 |
|
|
2021
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 3011 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 2975 |
|
|
2021
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 6859 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 3439 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2776 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$4K | – | 2540 |
|
|
2019
Q4 | $4K | Sell |
15
-27
| -64% | -$7.2K | ﹤0.01% | 2291 |
|
|
2019
Q3 | $11K | Hold |
42
| – | – | ﹤0.01% | 1940 |
|
|
2019
Q2 | $10K | Buy |
+42
| New | +$10K | ﹤0.01% | 1974 |
|
|
2018
Q4 | – | Sell |
-42
| Closed | -$10K | – | 1131 |
|
|
2018
Q3 | $10K | Buy |
+42
| New | +$10K | ﹤0.01% | 1868 |
|