Bank of Stockton’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
Q3 | $378K | Hold |
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|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $678K | Sell |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $707K | Sell |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $557K | Hold |
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|
2022
Q2 | $594K | Sell |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $626K | Hold |
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|
2021
Q3 | $573K | Sell |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $536K | Sell |
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|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $918K | Sell |
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|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.34M | Sell |
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|
2019
Q2 | $1.41M | Hold |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.25M | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.76M | Sell |
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|
2017
Q4 | $1.74M | Sell |
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|
2017
Q3 | $1.88M | Buy |
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|
2017
Q2 | $2.1M | Buy |
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|
2017
Q1 | $1.91M | Buy |
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|
2016
Q4 | $1.76M | Sell |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $1.55M | Sell |
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|
2016
Q1 | $1.7M | Buy |
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|
2015
Q4 | $1.55M | Buy |
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|
2015
Q3 | $1.46M | Buy |
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|
2015
Q2 | $1.5M | Buy |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.26M | Buy |
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|
2014
Q3 | $1.19M | Buy |
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|
2014
Q2 | $1.18M | Buy |
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|
2014
Q1 | $1.12M | Sell |
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|
2013
Q4 | $1.16M | Buy |
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|
2013
Q3 | $957K | Buy |
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|
2013
Q2 | $641K | Buy |
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