Ingalls & Snyder LLC’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 | $1.03M | Sell |
3,028
-526
| -15% | -$179K | 0.04% | 218 |
|
|
2025
Q1 | $1.29M | Sell |
3,554
-820
| -19% | -$298K | 0.04% | 199 |
|
|
2024
Q4 | $1.59M | Sell |
4,374
-290
| -6% | -$105K | 0.06% | 163 |
|
|
2024
Q3 | $1.83M | Buy |
4,664
+186
| +4% | +$72.9K | 0.07% | 156 |
|
|
2024
Q2 | $1.71M | Buy |
4,478
+137
| +3% | +$52.2K | 0.07% | 159 |
|
|
2024
Q1 | $1.73M | Buy |
4,341
+137
| +3% | +$54.5K | 0.08% | 156 |
|
|
2023
Q4 | $1.49M | Buy |
4,204
+360
| +9% | +$127K | 0.07% | 167 |
|
|
2023
Q3 | $1.43M | Buy |
3,844
+641
| +20% | +$238K | 0.07% | 172 |
|
|
2023
Q2 | $1.1M | Buy |
3,203
+482
| +18% | +$165K | 0.05% | 197 |
|
|
2023
Q1 | $974K | Buy |
2,721
+101
| +4% | +$36.2K | 0.05% | 209 |
|
|
2022
Q4 | $868K | Sell |
2,620
-9
| -0.3% | -$2.98K | 0.05% | 212 |
|
|
2022
Q3 | $690K | Buy |
2,629
+27
| +1% | +$7.09K | 0.04% | 224 |
|
|
2022
Q2 | $729K | Buy |
2,602
+77
| +3% | +$21.6K | 0.04% | 225 |
|
|
2022
Q1 | $761K | Buy |
2,525
+110
| +5% | +$33.2K | 0.03% | 247 |
|
|
2021
Q4 | $662K | Hold |
2,415
| – | – | 0.03% | 262 |
|
|
2021
Q3 | $606K | Hold |
2,415
| – | – | 0.03% | 272 |
|
|
2021
Q2 | $609K | Hold |
2,415
| – | – | 0.03% | 278 |
|
|
2021
Q1 | $598K | Sell |
2,415
-1,045
| -30% | -$259K | 0.03% | 266 |
|
|
2020
Q4 | $810K | Sell |
3,460
-26
| -0.7% | -$6.09K | 0.04% | 233 |
|
|
2020
Q3 | $689K | Hold |
3,486
| – | – | 0.05% | 209 |
|
|
2020
Q2 | $719K | Buy |
3,486
+620
| +22% | +$128K | 0.04% | 220 |
|
|
2020
Q1 | $551K | Buy |
2,866
+170
| +6% | +$32.7K | 0.04% | 248 |
|
|
2019
Q4 | $746K | Sell |
2,696
-22
| -0.8% | -$6.09K | 0.04% | 220 |
|
|
2019
Q3 | $723K | Sell |
2,718
-39
| -1% | -$10.4K | 0.04% | 247 |
|
|
2019
Q2 | $681K | Hold |
2,757
| – | – | 0.03% | 251 |
|
|
2019
Q1 | $595K | Sell |
2,757
-145
| -5% | -$31.3K | 0.03% | 260 |
|
|
2018
Q4 | $632K | Sell |
2,902
-530
| -15% | -$115K | 0.03% | 257 |
|
|
2018
Q3 | $784K | Hold |
3,432
| – | – | 0.03% | 252 |
|
|
2018
Q2 | $791K | Hold |
3,432
| – | – | 0.04% | 231 |
|
|
2018
Q1 | $881K | Hold |
3,432
| – | – | 0.04% | 215 |
|
|
2017
Q4 | $759K | Sell |
3,432
-28
| -0.8% | -$6.19K | 0.03% | 234 |
|
|
2017
Q3 | $790K | Hold |
3,460
| – | – | 0.04% | 206 |
|
|
2017
Q2 | $881K | Hold |
3,460
| – | – | 0.05% | 193 |
|
|
2017
Q1 | $809K | Hold |
3,460
| – | – | 0.04% | 213 |
|
|
2016
Q4 | $749K | Sell |
3,460
-28
| -0.8% | -$6.06K | 0.04% | 214 |
|
|
2016
Q3 | $663K | Sell |
3,488
-33
| -0.9% | -$6.27K | 0.04% | 219 |
|
|
2016
Q2 | $643K | Hold |
3,521
| – | – | 0.04% | 222 |
|
|
2016
Q1 | $695K | Hold |
3,521
| – | – | 0.04% | 200 |
|
|
2015
Q4 | $644K | Sell |
3,521
-34
| -1% | -$6.22K | 0.04% | 209 |
|
|
2015
Q3 | $616K | Sell |
3,555
-20
| -0.6% | -$3.47K | 0.04% | 207 |
|
|
2015
Q2 | $650K | Hold |
3,575
| – | – | 0.04% | 211 |
|
|
2015
Q1 | $622K | Hold |
3,575
| – | – | 0.03% | 221 |
|
|
2014
Q4 | $608K | Hold |
3,575
| – | – | 0.04% | 223 |
|
|
2014
Q3 | $579K | Hold |
3,575
| – | – | 0.03% | 229 |
|
|
2014
Q2 | $573K | Hold |
3,575
| – | – | 0.03% | 231 |
|
|
2014
Q1 | $547K | Hold |
3,575
| – | – | 0.03% | 229 |
|
|
2013
Q4 | $557K | Sell |
3,575
-550
| -13% | -$85.7K | 0.03% | 223 |
|
|
2013
Q3 | $599K | Hold |
4,125
| – | – | 0.04% | 217 |
|
|
2013
Q2 | $529K | Buy |
+4,125
| New | +$529K | 0.03% | 222 |
|