Wellington Shields & Co’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $431K | Hold |
|
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|
2024
Q2 | $419K | Hold |
|
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|
2024
Q1 | $437K | Hold |
|
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|
2023
Q4 | $389K | Hold |
|
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|
2023
Q3 | $409K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $394K | Hold |
|
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|
2022
Q4 | $364K | Hold |
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|
2022
Q3 | $289K | Hold |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $301K | Hold |
|
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $277K | Hold |
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|
2021
Q1 | $273K | Buy |
|