HM Payson & 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
Q1 | $2.54K | Sell |
7
-5
| -42% | -$1.82K | ﹤0.01% | 948 |
|
|
2024
Q4 | $4.35K | Buy |
12
+5
| +71% | +$1.81K | ﹤0.01% | 912 |
|
|
2024
Q3 | $2.74K | Buy |
+7
| New | +$2.74K | ﹤0.01% | 943 |
|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$394K | – | 1020 |
|
|
2023
Q1 | $394K | Hold |
1,100
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $364K | Hold |
1,100
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $289K | Hold |
1,100
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $308K | Hold |
1,100
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $332K | Hold |
1,100
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $301K | Hold |
1,100
| – | – | 0.01% | 348 |
|
|
2021
Q3 | $276K | Hold |
1,100
| – | – | 0.01% | 343 |
|
|
2021
Q2 | $277K | Hold |
1,100
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $273K | Hold |
1,100
| – | – | 0.01% | 347 |
|
|
2020
Q4 | $257K | Hold |
1,100
| – | – | 0.01% | 351 |
|
|
2020
Q3 | $217K | Hold |
1,100
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $227K | Hold |
1,100
| – | – | 0.01% | 324 |
|
|
2020
Q1 | $212K | Hold |
1,100
| – | – | 0.01% | 312 |
|
|
2019
Q4 | $305K | Hold |
1,100
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $293K | Hold |
1,100
| – | – | 0.01% | 328 |
|
|
2019
Q2 | $272K | Buy |
+1,100
| New | +$272K | 0.01% | 349 |
|
|
2018
Q3 | – | Sell |
-1,100
| Closed | -$254K | – | 333 |
|
|
2018
Q2 | $254K | Buy |
+1,100
| New | +$254K | 0.01% | 300 |
|
|
2018
Q1 | – | Sell |
-1,100
| Closed | -$243K | – | 345 |
|
|
2017
Q4 | $243K | Hold |
1,100
| – | – | 0.01% | 314 |
|
|
2017
Q3 | $251K | Buy |
+1,100
| New | +$251K | 0.01% | 284 |
|
|
2017
Q2 | – | Sell |
-1,100
| Closed | -$257K | – | 347 |
|
|
2017
Q1 | $257K | Hold |
1,100
| – | – | 0.01% | 293 |
|
|
2016
Q4 | $238K | Hold |
1,100
| – | – | 0.01% | 298 |
|
|
2016
Q3 | $209K | Buy |
+1,100
| New | +$209K | 0.01% | 303 |
|
|
2016
Q2 | – | Sell |
-1,100
| Closed | -$217K | – | 329 |
|
|
2016
Q1 | $217K | Buy |
+1,100
| New | +$217K | 0.01% | 295 |
|