Advisors Asset Management’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 | $85.3K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $629K | Sell |
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|
2023
Q4 | $734K | Sell |
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|
2023
Q3 | $879K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $965K | Buy |
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|
2022
Q2 | $943K | Buy |
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|
2022
Q1 | $927K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $162K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $78K | Sell |
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|
2019
Q3 | $198K | Sell |
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|
2019
Q2 | $285K | Sell |
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|
2019
Q1 | $346K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $404K | Sell |
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|
2018
Q2 | $510K | Sell |
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|
2018
Q1 | $642K | Buy |
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|
2017
Q4 | $534K | Buy |
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|
2017
Q3 | $450K | Buy |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $171K | Sell |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $377K | Sell |
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|
2016
Q2 | $407K | Sell |
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|
2016
Q1 | $469K | Sell |
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|
2015
Q4 | $452K | Sell |
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|
2015
Q3 | $582K | Buy |
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|
2015
Q2 | $510K | Buy |
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|
2015
Q1 | $470K | Sell |
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|
2014
Q4 | $462K | Buy |
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|
2014
Q3 | $400K | Buy |
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|
2014
Q2 | $225K | Sell |
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|
2014
Q1 | $230K | Hold |
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|
2013
Q4 | $234K | Hold |
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|
2013
Q3 | $218K | Sell |
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|
2013
Q2 | $205K | Buy |
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