Aull & Monroe Investment 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 | $510K | Hold |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $544K | Hold |
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|
2024
Q3 | $588K | Hold |
|
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|
2024
Q2 | $572K | Hold |
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|
2024
Q1 | $596K | Hold |
|
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|
2023
Q4 | $530K | Hold |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $537K | Hold |
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|
2022
Q4 | $497K | Hold |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $415K | Hold |
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|
2019
Q3 | $399K | Buy |
|
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $324K | Hold |
|
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|
2018
Q4 | $327K | Hold |
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|
2018
Q3 | $343K | Buy |
|
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $385K | Hold |
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|
2017
Q4 | $332K | Hold |
|
|||||
|
2017
Q3 | $343K | Hold |
|
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|
2017
Q2 | $382K | Hold |
|
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|
2017
Q1 | $351K | Hold |
|
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|
2016
Q4 | $325K | Hold |
|
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|
2016
Q3 | $285K | Hold |
|
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|
2016
Q2 | $274K | Hold |
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|
2016
Q1 | $296K | Hold |
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|
2015
Q4 | $275K | Hold |
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|
2015
Q3 | $260K | Hold |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $261K | Hold |
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|
2014
Q4 | $255K | Buy |
|