Summit Securities Group’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 | $9.86K | Buy |
+29
| New | +$9.86K | ﹤0.01% | 760 |
|
|
2023
Q3 | – | Sell |
-57
| Closed | -$19K | – | 526 |
|
|
2023
Q2 | $19K | Sell |
57
-19
| -25% | -$6.33K | ﹤0.01% | 518 |
|
|
2023
Q1 | $27K | Buy |
76
+37
| +95% | +$13.1K | ﹤0.01% | 435 |
|
|
2022
Q4 | $13K | Buy |
+39
| New | +$13K | ﹤0.01% | 757 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$22K | – | 767 |
|
|
2022
Q2 | $22K | Buy |
80
+64
| +400% | +$17.6K | ﹤0.01% | 558 |
|
|
2022
Q1 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 720 |
|
|
2016
Q1 | – | Sell |
-1,148
| Closed | -$210K | – | 205 |
|
|
2015
Q4 | $210K | Buy |
+1,148
| New | +$210K | 0.07% | 189 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$55K | – | 346 |
|
|
2015
Q2 | $55K | Buy |
+300
| New | +$55K | 0.03% | 171 |
|
|
2014
Q1 | – | Sell |
-2,000
| Closed | -$312K | – | 372 |
|
|
2013
Q4 | $312K | Buy |
+2,000
| New | +$312K | 0.05% | 137 |
|