Commonwealth Equity Services’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
$5.26M Buy
16,100
+377
+2% +$124K 0.01% 1288
2025
Q4
$5.34M Sell
15,723
-138
-0.9% -$45.6K 0.01% 1270
2025
Q3
$5.55M Sell
15,861
-426
-3% -$144K 0.01% 1275
2025
Q2
$5.54M Buy
16,287
+4,451
+38% +$1.54M 0.01% 1258
2025
Q1
$4.3M Sell
11,836
-219
-2% -$77.4K 0.01% 1374
2024
Q4
$4.37M Buy
12,055
+2,438
+25% +$913K 0.01% 1325
2024
Q3
$3.77M Buy
9,617
+7,712
+405% +$2.94M 0.01% 1410
2024
Q2
$726K Buy
1,905
+25
+1% +$9.45K ﹤0.01% 2523
2024
Q1
$748K Buy
1,880
+1,148
+157% +$430K ﹤0.01% 2466
2023
Q4
$259K Buy
732
+97
+15% +$37.6K ﹤0.01% 3300
2023
Q3
$236K Buy
635
+27
+4% +$9.8K ﹤0.01% 3231
2023
Q2
$208K Sell
608
-9
-1% -$3.25K ﹤0.01% 3373
2023
Q1
$221 Buy
+617
New +$222K ﹤0.01% 3224
2020
Q1
Sell
-1,081
Closed -$299K 2858
2019
Q4
$299K Sell
1,081
-21
-2% -$5.54K ﹤0.01% 2320
2019
Q3
$293K Sell
1,102
-41
-4% -$10.4K ﹤0.01% 2254
2019
Q2
$282K Sell
1,143
-3
-0.3% -$720 ﹤0.01% 2242
2019
Q1
$247K Buy
1,146
+99
+9% +$21.5K ﹤0.01% 2307
2018
Q4
$228K Buy
+1,047
New +$228K ﹤0.01% 2231
2017
Q3
Sell
-1,051
Closed -$268K 2582
2017
Q2
$268K Buy
+1,051
New +$259K ﹤0.01% 1999

Other funds holding EG