Davenport & 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 | $7.43M | Sell |
21,867
-1,007
| -4% | -$342K | 0.04% | 258 |
|
|
2025
Q1 | $8.31M | Buy |
22,874
+3,344
| +17% | +$1.22M | 0.05% | 236 |
|
|
2024
Q4 | $7.06M | Buy |
19,530
+12,511
| +178% | +$4.52M | 0.04% | 251 |
|
|
2024
Q3 | $2.77M | Sell |
7,019
-253
| -3% | -$99.8K | 0.02% | 398 |
|
|
2024
Q2 | $2.77M | Buy |
7,272
+1,484
| +26% | +$565K | 0.02% | 379 |
|
|
2024
Q1 | $2.29M | Buy |
+5,788
| New | +$2.29M | 0.01% | 405 |
|
|
2017
Q3 | – | Sell |
-800
| Closed | -$204K | – | 674 |
|
|
2017
Q2 | $204K | Buy |
+800
| New | +$204K | ﹤0.01% | 622 |
|