D.A. Davidson & Co’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 | $1.14M | Buy |
3,350
+698
| +26% | +$237K | 0.01% | 769 |
|
|
2025
Q1 | $964K | Buy |
2,652
+634
| +31% | +$230K | 0.01% | 778 |
|
|
2024
Q4 | $732K | Buy |
2,018
+1,198
| +146% | +$434K | 0.01% | 882 |
|
|
2024
Q3 | $321K | Sell |
820
-211
| -20% | -$82.7K | ﹤0.01% | 1167 |
|
|
2024
Q2 | $393K | Sell |
1,031
-219
| -18% | -$83.5K | ﹤0.01% | 1074 |
|
|
2024
Q1 | $497K | Sell |
1,250
-6
| -0.5% | -$2.39K | ﹤0.01% | 986 |
|
|
2023
Q4 | $444K | Buy |
1,256
+11
| +0.9% | +$3.89K | ﹤0.01% | 997 |
|
|
2023
Q3 | $463K | Sell |
1,245
-9
| -0.7% | -$3.35K | 0.01% | 935 |
|
|
2023
Q2 | $429K | Buy |
1,254
+54
| +5% | +$18.5K | ﹤0.01% | 964 |
|
|
2023
Q1 | $430K | Sell |
1,200
-122
| -9% | -$43.7K | ﹤0.01% | 934 |
|
|
2022
Q4 | $438K | Buy |
1,322
+14
| +1% | +$4.64K | 0.01% | 895 |
|
|
2022
Q3 | $343K | Buy |
1,308
+88
| +7% | +$23.1K | ﹤0.01% | 955 |
|
|
2022
Q2 | $342K | Sell |
1,220
-124
| -9% | -$34.8K | ﹤0.01% | 954 |
|
|
2022
Q1 | $405K | Buy |
1,344
+10
| +0.7% | +$3.01K | ﹤0.01% | 956 |
|
|
2021
Q4 | $366K | Sell |
1,334
-18
| -1% | -$4.94K | ﹤0.01% | 988 |
|
|
2021
Q3 | $339K | Buy |
1,352
+58
| +4% | +$14.5K | ﹤0.01% | 965 |
|
|
2021
Q2 | $326K | Sell |
1,294
-344
| -21% | -$86.7K | ﹤0.01% | 959 |
|
|
2021
Q1 | $406K | Buy |
1,638
+643
| +65% | +$159K | 0.01% | 860 |
|
|
2020
Q4 | $233K | Buy |
+995
| New | +$233K | ﹤0.01% | 928 |
|
|
2020
Q3 | – | Sell |
-2,323
| Closed | -$479K | – | 960 |
|
|
2020
Q2 | $479K | Buy |
+2,323
| New | +$479K | 0.01% | 611 |
|
|
2017
Q3 | – | Sell |
-169
| Closed | -$43K | – | 1321 |
|
|
2017
Q2 | $43K | Buy |
+169
| New | +$43K | ﹤0.01% | 1577 |
|
|
2016
Q3 | – | Sell |
-97
| Closed | -$17K | – | 2407 |
|
|
2016
Q2 | $17K | Buy |
97
+62
| +177% | +$10.9K | ﹤0.01% | 1814 |
|
|
2016
Q1 | $6K | Buy |
35
+3
| +9% | +$514 | ﹤0.01% | 2001 |
|
|
2015
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 2019 |
|
|
2015
Q3 | $5K | Sell |
32
-293
| -90% | -$45.8K | ﹤0.01% | 1998 |
|
|
2015
Q2 | $59K | Buy |
325
+25
| +8% | +$4.54K | ﹤0.01% | 1357 |
|
|
2015
Q1 | $52K | Hold |
300
| – | – | ﹤0.01% | 1417 |
|
|
2014
Q4 | $51K | Hold |
300
| – | – | ﹤0.01% | 1423 |
|
|
2014
Q3 | $48K | Hold |
300
| – | – | ﹤0.01% | 1421 |
|
|
2014
Q2 | $48K | Hold |
300
| – | – | ﹤0.01% | 1419 |
|
|
2014
Q1 | $45K | Buy |
+300
| New | +$45K | ﹤0.01% | 1429 |
|