Goodman Financial’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-37,342
| Closed | -$9.8M | – | 47 |
|
|
2022
Q3 | $9.8M | Buy |
37,342
+2,922
| +8% | +$767K | 3.29% | 5 |
|
|
2022
Q2 | $9.65M | Sell |
34,420
-117
| -0.3% | -$32.8K | 3.19% | 6 |
|
|
2022
Q1 | $10.4M | Sell |
34,537
-790
| -2% | -$238K | 2.95% | 6 |
|
|
2021
Q4 | $9.68M | Buy |
35,327
+719
| +2% | +$197K | 2.54% | 17 |
|
|
2021
Q3 | $8.68M | Buy |
34,608
+1,299
| +4% | +$326K | 2.37% | 18 |
|
|
2021
Q2 | $8.39M | Buy |
33,309
+2,053
| +7% | +$517K | 2.57% | 19 |
|
|
2021
Q1 | $7.75M | Buy |
31,256
+2,017
| +7% | +$500K | 2.48% | 20 |
|
|
2020
Q4 | $6.84M | Buy |
29,239
+1,120
| +4% | +$262K | 2.38% | 19 |
|
|
2020
Q3 | $5.56M | Buy |
28,119
+889
| +3% | +$176K | 2.59% | 21 |
|
|
2020
Q2 | $5.62M | Buy |
27,230
+438
| +2% | +$90.3K | 2.81% | 20 |
|
|
2020
Q1 | $5.16M | Sell |
26,792
-273
| -1% | -$52.5K | 3.15% | 15 |
|
|
2019
Q4 | $7.49M | Sell |
27,065
-1,142
| -4% | -$316K | 3.28% | 9 |
|
|
2019
Q3 | $7.51M | Sell |
28,207
-723
| -2% | -$192K | 3.77% | 7 |
|
|
2019
Q2 | $7.15M | Sell |
28,930
-651
| -2% | -$161K | 3.58% | 9 |
|
|
2019
Q1 | $6.39M | Buy |
29,581
+243
| +0.8% | +$52.5K | 3.25% | 16 |
|
|
2018
Q4 | $6.39M | Buy |
29,338
+156
| +0.5% | +$34K | 3.46% | 8 |
|
|
2018
Q3 | $6.67M | Buy |
29,182
+271
| +0.9% | +$61.9K | 3.24% | 15 |
|
|
2018
Q2 | $6.66M | Buy |
28,911
+416
| +1% | +$95.9K | 3% | 15 |
|
|
2018
Q1 | $7.32M | Buy |
+28,495
| New | +$7.32M | 3.44% | 6 |
|