Creative Planning’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 | $1.66M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $984K | Sell |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $78K | Buy |
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|
2017
Q1 | $66K | Sell |
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|
2016
Q4 | $71K | Buy |
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|
2016
Q3 | $48K | Buy |
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|
2016
Q2 | $25K | Hold |
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|
2016
Q1 | $27K | Sell |
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|
2015
Q4 | $27K | Buy |
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|
2015
Q3 | $24K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $24K | Sell |
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|
2014
Q1 | $37K | Buy |
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