CAPTRUST Financial Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.59M | Sell |
10,979
-1,705
| -13% | -$561K | 0.01% | 916 |
|
|
2025
Q4 | $4.3M | Buy |
12,684
+741
| +6% | +$245K | 0.01% | 721 |
|
|
2025
Q3 | $4.18M | Buy |
11,943
+6,165
| +107% | +$2.08M | 0.01% | 701 |
|
|
2025
Q2 | $1.96M | Buy |
5,778
+3,185
| +123% | +$1.1M | ﹤0.01% | 975 |
|
|
2025
Q1 | $942K | Buy |
2,593
+5
| +0.2% | +$1.77K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $938K | Buy |
2,588
+262
| +11% | +$98.1K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $911K | Sell |
2,326
-361
| -13% | -$138K | ﹤0.01% | 1238 |
|
|
2024
Q2 | $1.02M | Sell |
2,687
-5,237
| -66% | -$1.98M | ﹤0.01% | 1123 |
|
|
2024
Q1 | $3.15M | Sell |
7,924
-1,349
| -15% | -$506K | 0.01% | 638 |
|
|
2023
Q4 | $3.28M | Buy |
9,273
+150
| +2% | +$58.1K | 0.01% | 707 |
|
|
2023
Q3 | $3.39M | Sell |
9,123
-4
| -0% | -$1.45K | 0.01% | 657 |
|
|
2023
Q2 | $3.12M | Buy |
9,127
+693
| +8% | +$250K | 0.01% | 669 |
|
|
2023
Q1 | $3.02M | Buy |
8,434
+12
| +0.1% | +$4.31K | 0.01% | 615 |
|
|
2022
Q4 | $2.79M | Buy |
8,422
+230
| +3% | +$71.7K | 0.01% | 610 |
|
|
2022
Q3 | $2.15M | Buy |
8,192
+251
| +3% | +$67.9K | 0.01% | 640 |
|
|
2022
Q2 | $2.23M | Buy |
7,941
+488
| +7% | +$138K | 0.01% | 571 |
|
|
2022
Q1 | $2.25M | Sell |
7,453
-203
| -3% | -$58.3K | 0.01% | 570 |
|
|
2021
Q4 | $2.1M | Buy |
7,656
+3,849
| +101% | +$1.04M | 0.01% | 555 |
|
|
2021
Q3 | $955K | Sell |
3,807
-419
| -10% | -$107K | 0.01% | 777 |
|
|
2021
Q2 | $1.06M | Buy |
4,226
+386
| +10% | +$100K | 0.01% | 696 |
|
|
2021
Q1 | $952K | Sell |
3,840
-4,658
| -55% | -$1.11M | 0.01% | 713 |
|
|
2020
Q4 | $1.99M | Buy |
8,498
+1,251
| +17% | +$276K | 0.03% | 406 |
|
|
2020
Q3 | $1.43M | Sell |
7,247
-323
| -4% | -$69.2K | 0.02% | 406 |
|
|
2020
Q2 | $1.54M | Buy |
7,570
+5,032
| +198% | +$980K | 0.03% | 401 |
|
|
2020
Q1 | $460K | Buy |
+2,538
| New | +$648K | 0.01% | 608 |
|
|
2019
Q4 | – | Sell |
-3,801
| Closed | -$1.01M | – | 1225 |
|
|
2019
Q3 | $1.01M | Hold |
3,801
| – | – | 0.04% | 303 |
|
|
2019
Q2 | $940K | Buy |
+3,801
| New | +$912K | 0.03% | 298 |
|
Other funds holding EG
VCM
VPM
VVP
