Charles Schwab’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
Q2 | $133M | Buy |
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|
2025
Q1 | $140M | Buy |
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|
2024
Q4 | $138M | Sell |
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|
2024
Q3 | $150M | Sell |
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|
2024
Q2 | $147M | Sell |
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|
2024
Q1 | $154M | Buy |
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|
2023
Q4 | $134M | Buy |
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|
2023
Q3 | $137M | Buy |
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|
2023
Q2 | $116M | Buy |
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|
2023
Q1 | $113M | Buy |
|
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|
2022
Q4 | $104M | Buy |
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|
2022
Q3 | $80.6M | Buy |
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|
2022
Q2 | $84.9M | Buy |
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|
2022
Q1 | $90.4M | Buy |
|
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|
2021
Q4 | $80.1M | Buy |
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|
2021
Q3 | $72.2M | Buy |
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|
2021
Q2 | $71.1M | Buy |
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|
2021
Q1 | $67.9M | Buy |
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|
2020
Q4 | $62.8M | Buy |
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|
2020
Q3 | $52.6M | Sell |
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|
2020
Q2 | $58.2M | Sell |
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|
2020
Q1 | $55.4M | Buy |
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|
2019
Q4 | $79.2M | Buy |
|
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|
2019
Q3 | $74.9M | Buy |
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|
2019
Q2 | $67.5M | Buy |
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|
2019
Q1 | $57.4M | Buy |
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|
2018
Q4 | $54.6M | Buy |
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|
2018
Q3 | $56.4M | Buy |
|
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|
2018
Q2 | $54.2M | Buy |
|
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|
2018
Q1 | $57M | Sell |
|
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|
2017
Q4 | $52.5M | Sell |
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|
2017
Q3 | $106M | Sell |
|
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|
2017
Q2 | $119M | Buy |
|
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|
2017
Q1 | $79.6M | Buy |
|
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|
2016
Q4 | $69.6M | Buy |
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|
2016
Q3 | $39.8M | Buy |
|
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|
2016
Q2 | $21.6M | Sell |
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|
2016
Q1 | $27.1M | Buy |
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|
2015
Q4 | $24.5M | Buy |
|
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|
2015
Q3 | $22.6M | Buy |
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|
2015
Q2 | $20.5M | Buy |
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|
2015
Q1 | $18.5M | Buy |
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|
2014
Q4 | $14.2M | Buy |
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|
2014
Q3 | $13.2M | Sell |
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|
2014
Q2 | $13.1M | Buy |
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|
2014
Q1 | $11.7M | Buy |
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|
2013
Q4 | $11.1M | Buy |
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|
2013
Q3 | $9.9M | Buy |
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|
2013
Q2 | $8.1M | Buy |
|