Foster & Motley’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 | $1.3M | Sell |
3,831
-235
| -6% | -$79.9K | 0.08% | 209 |
|
|
2025
Q1 | $1.48M | Sell |
4,066
-1,011
| -20% | -$367K | 0.09% | 189 |
|
|
2024
Q4 | $1.84M | Sell |
5,077
-3,840
| -43% | -$1.39M | 0.12% | 160 |
|
|
2024
Q3 | $3.49M | Sell |
8,917
-2,856
| -24% | -$1.12M | 0.22% | 113 |
|
|
2024
Q2 | $4.49M | Sell |
11,773
-953
| -7% | -$363K | 0.31% | 89 |
|
|
2024
Q1 | $5.06M | Buy |
12,726
+11
| +0.1% | +$4.37K | 0.35% | 81 |
|
|
2023
Q4 | $4.5M | Sell |
12,715
-146
| -1% | -$51.6K | 0.33% | 85 |
|
|
2023
Q3 | $4.78M | Buy |
12,861
+300
| +2% | +$112K | 0.39% | 72 |
|
|
2023
Q2 | $4.29M | Buy |
12,561
+5,806
| +86% | +$1.98M | 0.33% | 81 |
|
|
2023
Q1 | $2.42M | Buy |
6,755
+2,657
| +65% | +$951K | 0.2% | 136 |
|
|
2022
Q4 | $1.36M | Buy |
4,098
+288
| +8% | +$95.4K | 0.12% | 184 |
|
|
2022
Q3 | $1M | Buy |
3,810
+1,335
| +54% | +$350K | 0.09% | 196 |
|
|
2022
Q2 | $694K | Buy |
2,475
+615
| +33% | +$172K | 0.06% | 227 |
|
|
2022
Q1 | $561K | Sell |
1,860
-175
| -9% | -$52.8K | 0.04% | 245 |
|
|
2021
Q4 | $557K | Sell |
2,035
-495
| -20% | -$135K | 0.04% | 242 |
|
|
2021
Q3 | $634K | Sell |
2,530
-843
| -25% | -$211K | 0.05% | 217 |
|
|
2021
Q2 | $850K | Sell |
3,373
-1,203
| -26% | -$303K | 0.07% | 191 |
|
|
2021
Q1 | $1.13M | Sell |
4,576
-2,283
| -33% | -$566K | 0.09% | 170 |
|
|
2020
Q4 | $1.61M | Sell |
6,859
-1,320
| -16% | -$309K | 0.16% | 130 |
|
|
2020
Q3 | $1.62M | Sell |
8,179
-540
| -6% | -$107K | 0.19% | 118 |
|
|
2020
Q2 | $1.8M | Buy |
8,719
+2,527
| +41% | +$521K | 0.22% | 113 |
|
|
2020
Q1 | $1.19M | Buy |
6,192
+4,575
| +283% | +$880K | 0.18% | 127 |
|
|
2019
Q4 | $448K | Buy |
1,617
+35
| +2% | +$9.7K | 0.06% | 198 |
|
|
2019
Q3 | $421K | Sell |
1,582
-35
| -2% | -$9.31K | 0.06% | 197 |
|
|
2019
Q2 | $400K | Sell |
1,617
-560
| -26% | -$139K | 0.06% | 198 |
|
|
2019
Q1 | $470K | Sell |
2,177
-4,734
| -68% | -$1.02M | 0.07% | 179 |
|
|
2018
Q4 | $1.51M | Sell |
6,911
-90
| -1% | -$19.6K | 0.24% | 104 |
|
|
2018
Q3 | $1.6M | Sell |
7,001
-3,522
| -33% | -$805K | 0.24% | 94 |
|
|
2018
Q2 | $2.43M | Sell |
10,523
-380
| -3% | -$87.6K | 0.39% | 76 |
|
|
2018
Q1 | $2.8M | Sell |
10,903
-1,279
| -10% | -$328K | 0.46% | 68 |
|
|
2017
Q4 | $2.7M | Buy |
12,182
+330
| +3% | +$73K | 0.43% | 67 |
|
|
2017
Q3 | $2.71M | Buy |
11,852
+1,286
| +12% | +$294K | 0.47% | 65 |
|
|
2017
Q2 | $2.69M | Buy |
10,566
+474
| +5% | +$121K | 0.48% | 67 |
|
|
2017
Q1 | $2.36M | Sell |
10,092
-1,749
| -15% | -$409K | 0.43% | 80 |
|
|
2016
Q4 | $2.56M | Sell |
11,841
-1,495
| -11% | -$323K | 0.49% | 68 |
|
|
2016
Q3 | $2.53M | Sell |
13,336
-1,593
| -11% | -$303K | 0.49% | 72 |
|
|
2016
Q2 | $2.73M | Sell |
14,929
-2,658
| -15% | -$486K | 0.54% | 71 |
|
|
2016
Q1 | $3.47M | Sell |
17,587
-684
| -4% | -$135K | 0.7% | 54 |
|
|
2015
Q4 | $3.35M | Sell |
18,271
-5,392
| -23% | -$987K | 0.71% | 53 |
|
|
2015
Q3 | $4.1M | Sell |
23,663
-3,734
| -14% | -$647K | 0.93% | 40 |
|
|
2015
Q2 | $4.99M | Sell |
27,397
-3,409
| -11% | -$621K | 1.09% | 33 |
|
|
2015
Q1 | $5.36M | Sell |
30,806
-1,374
| -4% | -$239K | 1.18% | 29 |
|
|
2014
Q4 | $5.48M | Sell |
32,180
-205
| -0.6% | -$34.9K | 1.24% | 26 |
|
|
2014
Q3 | $5.25M | Sell |
32,385
-194
| -0.6% | -$31.4K | 1.22% | 30 |
|
|
2014
Q2 | $5.23M | Buy |
32,579
+375
| +1% | +$60.2K | 1.21% | 31 |
|
|
2014
Q1 | $4.93M | Buy |
32,204
+7,312
| +29% | +$1.12M | 1.21% | 31 |
|
|
2013
Q4 | $3.88M | Buy |
24,892
+1,653
| +7% | +$258K | 0.98% | 41 |
|
|
2013
Q3 | $3.38M | Buy |
23,239
+1,201
| +5% | +$175K | 0.9% | 46 |
|
|
2013
Q2 | $2.83M | Buy |
+22,038
| New | +$2.83M | 0.79% | 52 |
|