Texas Yale Capital Corp’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 | $255K | Buy |
750
+100
| +15% | +$34K | 0.01% | 420 |
|
|
2025
Q1 | $236K | Hold |
650
| – | – | 0.01% | 416 |
|
|
2024
Q4 | $236K | Hold |
650
| – | – | 0.01% | 419 |
|
|
2024
Q3 | $255K | Hold |
650
| – | – | 0.01% | 412 |
|
|
2024
Q2 | $248K | Hold |
650
| – | – | 0.01% | 402 |
|
|
2024
Q1 | $258K | Hold |
650
| – | – | 0.01% | 396 |
|
|
2023
Q4 | $230K | Hold |
650
| – | – | 0.01% | 399 |
|
|
2023
Q3 | $242K | Hold |
650
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $222K | Hold |
650
| – | – | 0.01% | 404 |
|
|
2023
Q1 | $233K | Hold |
650
| – | – | 0.01% | 411 |
|
|
2022
Q4 | $215K | Buy |
+650
| New | +$215K | 0.01% | 420 |
|
|
2020
Q1 | – | Sell |
-810
| Closed | -$224K | – | 416 |
|
|
2019
Q4 | $224K | Hold |
810
| – | – | 0.02% | 427 |
|
|
2019
Q3 | $216K | Hold |
810
| – | – | 0.02% | 426 |
|
|
2019
Q2 | $200K | Buy |
+810
| New | +$200K | 0.01% | 440 |
|