Wellington Shields & Co’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 | $374K | Hold |
1,100
| – | – | 0.11% | 157 |
|
|
2025
Q1 | $400K | Hold |
1,100
| – | – | 0.13% | 145 |
|
|
2024
Q4 | $399K | Hold |
1,100
| – | – | 0.12% | 143 |
|
|
2024
Q3 | $431K | Hold |
1,100
| – | – | 0.13% | 142 |
|
|
2024
Q2 | $419K | Hold |
1,100
| – | – | 0.14% | 134 |
|
|
2024
Q1 | $437K | Hold |
1,100
| – | – | 0.15% | 133 |
|
|
2023
Q4 | $389K | Hold |
1,100
| – | – | 0.14% | 132 |
|
|
2023
Q3 | $409K | Hold |
1,100
| – | – | 0.1% | 132 |
|
|
2023
Q2 | $376K | Hold |
1,100
| – | – | 0.09% | 140 |
|
|
2023
Q1 | $394K | Hold |
1,100
| – | – | 0.09% | 133 |
|
|
2022
Q4 | $364K | Hold |
1,100
| – | – | 0.08% | 136 |
|
|
2022
Q3 | $289K | Hold |
1,100
| – | – | 0.13% | 147 |
|
|
2022
Q2 | $308K | Hold |
1,100
| – | – | 0.07% | 147 |
|
|
2022
Q1 | $332K | Hold |
1,100
| – | – | 0.11% | 155 |
|
|
2021
Q4 | $301K | Hold |
1,100
| – | – | 0.06% | 170 |
|
|
2021
Q3 | $276K | Hold |
1,100
| – | – | 0.1% | 168 |
|
|
2021
Q2 | $277K | Hold |
1,100
| – | – | 0.09% | 162 |
|
|
2021
Q1 | $273K | Buy |
+1,100
| New | +$273K | 0.1% | 158 |
|