SVB Wealth’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 | – | Sell |
-83
| Closed | -$30.2K | – | 840 |
|
|
2025
Q1 | $30.2K | Buy |
+83
| New | +$30.2K | ﹤0.01% | 660 |
|
|
2020
Q1 | – | Sell |
-1,682
| Closed | -$466K | – | 627 |
|
|
2019
Q4 | $466K | Sell |
1,682
-379
| -18% | -$105K | 0.01% | 426 |
|
|
2019
Q3 | $548K | Sell |
2,061
-222
| -10% | -$59K | 0.01% | 364 |
|
|
2019
Q2 | $564K | Sell |
2,283
-194
| -8% | -$47.9K | 0.02% | 366 |
|
|
2019
Q1 | $535K | Buy |
2,477
+4
| +0.2% | +$864 | 0.02% | 295 |
|
|
2018
Q4 | $538K | Sell |
2,473
-381
| -13% | -$82.9K | 0.02% | 281 |
|
|
2018
Q3 | $652K | Buy |
2,854
+50
| +2% | +$11.4K | 0.02% | 305 |
|
|
2018
Q2 | $646K | Sell |
2,804
-172
| -6% | -$39.6K | 0.02% | 305 |
|
|
2018
Q1 | $764K | Buy |
2,976
+371
| +14% | +$95.2K | 0.03% | 294 |
|
|
2017
Q4 | $576K | Buy |
2,605
+4
| +0.2% | +$884 | 0.02% | 332 |
|
|
2017
Q3 | $594K | Buy |
2,601
+152
| +6% | +$34.7K | 0.02% | 330 |
|
|
2017
Q2 | $623K | Buy |
+2,449
| New | +$623K | 0.02% | 326 |
|