Creative Planning’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
4,892
+797
| +19% | +$271K | ﹤0.01% | 1460 |
|
|
2025
Q1 | $1.49M | Buy |
4,095
+676
| +20% | +$246K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $1.24M | Buy |
3,419
+909
| +36% | +$329K | ﹤0.01% | 1479 |
|
|
2024
Q3 | $984K | Sell |
2,510
-26
| -1% | -$10.2K | ﹤0.01% | 1524 |
|
|
2024
Q2 | $966K | Buy |
2,536
+1,091
| +76% | +$416K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $574K | Buy |
1,445
+125
| +9% | +$49.7K | ﹤0.01% | 1748 |
|
|
2023
Q4 | $467K | Buy |
1,320
+350
| +36% | +$124K | ﹤0.01% | 1756 |
|
|
2023
Q3 | $361K | Sell |
970
-1
| -0.1% | -$372 | ﹤0.01% | 1785 |
|
|
2023
Q2 | $332K | Sell |
971
-39
| -4% | -$13.3K | ﹤0.01% | 1824 |
|
|
2023
Q1 | $362K | Buy |
1,010
+384
| +61% | +$138K | ﹤0.01% | 1672 |
|
|
2022
Q4 | $207K | Buy |
+626
| New | +$207K | ﹤0.01% | 1991 |
|
|
2022
Q2 | – | Sell |
-22
| Closed | -$7K | – | 2260 |
|
|
2022
Q1 | $7K | Buy |
+22
| New | +$7K | ﹤0.01% | 2178 |
|
|
2017
Q3 | – | Sell |
-306
| Closed | -$78K | – | 2328 |
|
|
2017
Q2 | $78K | Buy |
306
+24
| +9% | +$6.12K | ﹤0.01% | 2153 |
|
|
2017
Q1 | $66K | Sell |
282
-45
| -14% | -$10.5K | ﹤0.01% | 2247 |
|
|
2016
Q4 | $71K | Buy |
327
+72
| +28% | +$15.6K | ﹤0.01% | 2087 |
|
|
2016
Q3 | $48K | Buy |
255
+119
| +88% | +$22.4K | ﹤0.01% | 2374 |
|
|
2016
Q2 | $25K | Hold |
136
| – | – | ﹤0.01% | 2608 |
|
|
2016
Q1 | $27K | Sell |
136
-13
| -9% | -$2.58K | ﹤0.01% | 2521 |
|
|
2015
Q4 | $27K | Buy |
149
+13
| +10% | +$2.36K | ﹤0.01% | 2585 |
|
|
2015
Q3 | $24K | Buy |
+136
| New | +$24K | ﹤0.01% | 2565 |
|
|
2014
Q3 | – | Sell |
-150
| Closed | -$24K | – | 3877 |
|
|
2014
Q2 | $24K | Sell |
150
-90
| -38% | -$14.4K | ﹤0.01% | 2345 |
|
|
2014
Q1 | $37K | Buy |
+240
| New | +$37K | ﹤0.01% | 1975 |
|