Aull & Monroe Investment Management’s Everest Group EG Stock Holding History

Aull & Monroe Investment Management’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$510K	Hold	1,500	–	–	0.27%	75
2025 Q1	$545K	Hold	1,500	–	–	0.27%	76
2024 Q4	$544K	Hold	1,500	–	–	0.28%	77
2024 Q3	$588K	Hold	1,500	–	–	0.27%	77
2024 Q2	$572K	Hold	1,500	–	–	0.28%	78
2024 Q1	$596K	Hold	1,500	–	–	0.27%	77
2023 Q4	$530K	Hold	1,500	–	–	0.26%	79
2023 Q3	$558K	Hold	1,500	–	–	0.29%	76
2023 Q2	$513K	Hold	1,500	–	–	0.26%	81
2023 Q1	$537K	Hold	1,500	–	–	0.27%	77
2022 Q4	$497K	Hold	1,500	–	–	0.25%	78
2022 Q3	$394K	Hold	1,500	–	–	0.22%	86
2022 Q2	$420K	Hold	1,500	–	–	0.21%	94
2022 Q1	$452K	Hold	1,500	–	–	0.2%	94
2021 Q4	$411K	Hold	1,500	–	–	0.18%	98
2021 Q3	$376K	Hold	1,500	–	–	0.19%	98
2021 Q2	$378K	Hold	1,500	–	–	0.18%	101
2021 Q1	$372K	Hold	1,500	–	–	0.18%	99
2020 Q4	$351K	Hold	1,500	–	–	0.19%	101
2020 Q3	$296K	Hold	1,500	–	–	0.17%	104
2020 Q2	$309K	Hold	1,500	–	–	0.19%	100
2020 Q1	$289K	Hold	1,500	–	–	0.19%	97
2019 Q4	$415K	Hold	1,500	–	–	0.21%	95
2019 Q3	$399K	Buy	+1,500	New	+$399K	0.21%	97
2019 Q2	–	Sell	-1,500	Closed	-$324K	–	129
2019 Q1	$324K	Hold	1,500	–	–	0.17%	101
2018 Q4	$327K	Hold	1,500	–	–	0.19%	99
2018 Q3	$343K	Buy	+1,500	New	+$343K	0.17%	102
2018 Q2	–	Sell	-1,500	Closed	-$385K	–	132
2018 Q1	$385K	Hold	1,500	–	–	0.2%	95
2017 Q4	$332K	Hold	1,500	–	–	0.17%	101
2017 Q3	$343K	Hold	1,500	–	–	0.18%	102
2017 Q2	$382K	Hold	1,500	–	–	0.2%	98
2017 Q1	$351K	Hold	1,500	–	–	0.19%	101
2016 Q4	$325K	Hold	1,500	–	–	0.18%	100
2016 Q3	$285K	Hold	1,500	–	–	0.16%	107
2016 Q2	$274K	Hold	1,500	–	–	0.16%	106
2016 Q1	$296K	Hold	1,500	–	–	0.18%	101
2015 Q4	$275K	Hold	1,500	–	–	0.17%	101
2015 Q3	$260K	Hold	1,500	–	–	0.17%	101
2015 Q2	$275K	Hold	1,500	–	–	0.16%	100
2015 Q1	$261K	Hold	1,500	–	–	0.15%	103
2014 Q4	$255K	Buy	+1,500	New	+$255K	0.14%	107