Baird Financial Group’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 | $427K | Sell |
1,255
-347
| -22% | -$118K | ﹤0.01% | 1467 |
|
|
2025
Q1 | $582K | Buy |
1,602
+401
| +33% | +$146K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $435K | Buy |
1,201
+9
| +0.8% | +$3.26K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $467K | Sell |
1,192
-38
| -3% | -$14.9K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $469K | Sell |
1,230
-32
| -3% | -$12.2K | ﹤0.01% | 1412 |
|
|
2024
Q1 | $502K | Sell |
1,262
-1,032
| -45% | -$410K | ﹤0.01% | 1379 |
|
|
2023
Q4 | $811K | Sell |
2,294
-189
| -8% | -$66.8K | ﹤0.01% | 1195 |
|
|
2023
Q3 | $923K | Buy |
2,483
+70
| +3% | +$26K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $825K | Buy |
2,413
+3
| +0.1% | +$1.03K | ﹤0.01% | 1179 |
|
|
2023
Q1 | $863K | Buy |
2,410
+1,105
| +85% | +$396K | ﹤0.01% | 1138 |
|
|
2022
Q4 | $433K | Buy |
1,305
+94
| +8% | +$31.2K | ﹤0.01% | 1345 |
|
|
2022
Q3 | $318K | Sell |
1,211
-106
| -8% | -$27.8K | ﹤0.01% | 1444 |
|
|
2022
Q2 | $369K | Buy |
1,317
+16
| +1% | +$4.48K | ﹤0.01% | 1464 |
|
|
2022
Q1 | $392K | Sell |
1,301
-1,469
| -53% | -$443K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $759K | Sell |
2,770
-6,613
| -70% | -$1.81M | ﹤0.01% | 1304 |
|
|
2021
Q3 | $2.35M | Sell |
9,383
-706
| -7% | -$177K | 0.01% | 884 |
|
|
2021
Q2 | $2.54M | Buy |
10,089
+419
| +4% | +$106K | 0.01% | 813 |
|
|
2021
Q1 | $2.4M | Buy |
9,670
+1,100
| +13% | +$273K | 0.01% | 810 |
|
|
2020
Q4 | $2.01M | Buy |
8,570
+50
| +0.6% | +$11.7K | 0.01% | 803 |
|
|
2020
Q3 | $1.68M | Buy |
8,520
+54
| +0.6% | +$10.7K | 0.01% | 790 |
|
|
2020
Q2 | $1.75M | Buy |
+8,466
| New | +$1.75M | 0.01% | 763 |
|
|
2015
Q4 | – | Sell |
-3,349
| Closed | -$581K | – | 1243 |
|
|
2015
Q3 | $581K | Sell |
3,349
-73
| -2% | -$12.7K | 0.01% | 864 |
|
|
2015
Q2 | $623K | Buy |
+3,422
| New | +$623K | 0.01% | 886 |
|