Greenleaf Trust’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 | $469K | Sell |
1,380
-32
| -2% | -$10.9K | ﹤0.01% | 501 |
|
|
2025
Q1 | $513K | Buy |
1,412
+199
| +16% | +$72.3K | ﹤0.01% | 486 |
|
|
2024
Q4 | $440K | Buy |
1,213
+44
| +4% | +$15.9K | ﹤0.01% | 537 |
|
|
2024
Q3 | $458K | Sell |
1,169
-58
| -5% | -$22.7K | ﹤0.01% | 537 |
|
|
2024
Q2 | $468K | Sell |
1,227
-121
| -9% | -$46.1K | ﹤0.01% | 496 |
|
|
2024
Q1 | $536K | Buy |
1,348
+115
| +9% | +$45.7K | 0.01% | 461 |
|
|
2023
Q4 | $436K | Buy |
1,233
+9
| +0.7% | +$3.18K | ﹤0.01% | 498 |
|
|
2023
Q3 | $455K | Buy |
1,224
+243
| +25% | +$90.3K | 0.01% | 463 |
|
|
2023
Q2 | $335K | Sell |
981
-176
| -15% | -$60.2K | ﹤0.01% | 562 |
|
|
2023
Q1 | $414K | Buy |
1,157
+71
| +7% | +$25.4K | ﹤0.01% | 504 |
|
|
2022
Q4 | $360K | Buy |
+1,086
| New | +$360K | ﹤0.01% | 525 |
|
|
2018
Q2 | – | Sell |
-851
| Closed | -$219K | – | 533 |
|
|
2018
Q1 | $219K | Buy |
+851
| New | +$219K | ﹤0.01% | 412 |
|
|
2017
Q3 | – | Sell |
-1,789
| Closed | -$455K | – | 701 |
|
|
2017
Q2 | $455K | Buy |
+1,789
| New | +$455K | 0.01% | 213 |
|