Benjamin F. Edwards & Company’s Everest Group EG Stock Holding History

Benjamin F. Edwards & Company’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$38K	Hold	100	–	–	﹤0.01%	1396
2024 Q1	$40K	Hold	100	–	–	﹤0.01%	1363
2023 Q4	$35K	Hold	100	–	–	﹤0.01%	1341
2023 Q3	$37K	Hold	100	–	–	﹤0.01%	1134
2023 Q2	$34K	Hold	100	–	–	﹤0.01%	1165
2023 Q1	$36K	Hold	100	–	–	﹤0.01%	1168
2022 Q4	$33K	Hold	100	–	–	﹤0.01%	1173
2022 Q3	$26K	Buy	+100	New	+$26K	﹤0.01%	1193
2020 Q4	–	Sell	-100	Closed	-$20K	–	1624
2020 Q3	$20K	Hold	100	–	–	﹤0.01%	1112
2020 Q2	$21K	Hold	100	–	–	﹤0.01%	1102
2020 Q1	$19K	Hold	100	–	–	﹤0.01%	1088
2019 Q4	$28K	Hold	100	–	–	﹤0.01%	1124
2019 Q3	$27K	Hold	100	–	–	﹤0.01%	1100
2019 Q2	$25K	Hold	100	–	–	﹤0.01%	1125
2019 Q1	$22K	Hold	100	–	–	﹤0.01%	1107
2018 Q4	$22K	Hold	100	–	–	﹤0.01%	1061
2018 Q3	$23K	Sell	100 -125	-56%	-$28.8K	﹤0.01%	1067
2018 Q2	$52K	Hold	225	–	–	0.01%	834
2018 Q1	$58K	Hold	225	–	–	0.01%	807
2017 Q4	$50K	Buy	225 +125	+125%	+$27.8K	0.01%	803
2017 Q3	$23K	Hold	100	–	–	﹤0.01%	932
2017 Q2	$25K	Hold	100	–	–	﹤0.01%	848
2017 Q1	$23K	Hold	100	–	–	﹤0.01%	827
2016 Q4	$22K	Hold	100	–	–	﹤0.01%	770
2016 Q3	$19K	Hold	100	–	–	﹤0.01%	712
2016 Q2	$18K	Sell	100 -50	-33%	-$9K	﹤0.01%	687
2016 Q1	$30K	Hold	150	–	–	0.01%	601
2015 Q4	$27K	Hold	150	–	–	0.01%	627
2015 Q3	$26K	Sell	150 -1,480	-91%	-$257K	0.01%	648
2015 Q2	$297K	Hold	1,630	–	–	0.06%	280
2015 Q1	$284K	Sell	1,630 -165	-9%	-$28.7K	0.06%	278
2014 Q4	$306K	Buy	1,795 +25	+1%	+$4.26K	0.07%	254
2014 Q3	$287K	Buy	1,770 +280	+19%	+$45.4K	0.07%	258
2014 Q2	$239K	Buy	+1,490	New	+$239K	0.06%	275
2014 Q1	–	Sell	-67	Closed	-$10K	–	909
2013 Q4	$10K	Buy	67 +17	+34%	+$2.54K	﹤0.01%	647
2013 Q3	$7K	Buy	+50	New	+$7K	﹤0.01%	656