Janney Montgomery Scott’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.58M | Sell |
17,081
-1,030
| -6% | -$339K | 0.01% | 796 |
|
|
2025
Q4 | $6.15M | Sell |
18,111
-392
| -2% | -$129K | 0.01% | 796 |
|
|
2025
Q3 | $6.48M | Buy |
+18,503
| New | +$6.25M | 0.02% | 769 |
|
|
2025
Q1 | – | Sell |
-22,693
| Closed | -$8.22M | – | 2713 |
|
|
2024
Q4 | $8.22M | Buy |
22,693
+13,687
| +152% | +$5.13M | 0.02% | 605 |
|
|
2024
Q3 | $3.53M | Sell |
9,006
-4
| -0% | -$1.52K | 0.01% | 877 |
|
|
2024
Q2 | $3.43M | Buy |
9,010
+343
| +4% | +$130K | 0.01% | 860 |
|
|
2024
Q1 | $3.44M | Sell |
8,667
-2,920
| -25% | -$1.09M | 0.01% | 904 |
|
|
2023
Q4 | $4.1M | Buy |
11,587
+5,331
| +85% | +$2.06M | 0.01% | 805 |
|
|
2023
Q3 | $2.33M | Buy |
6,256
+3,121
| +100% | +$1.13M | 0.01% | 962 |
|
|
2023
Q2 | $1.07M | Sell |
3,135
-748
| -19% | -$270K | ﹤0.01% | 1375 |
|
|
2023
Q1 | $1.39M | Buy |
3,883
+922
| +31% | +$331K | 0.01% | 1149 |
|
|
2022
Q4 | $981K | Buy |
2,961
+959
| +48% | +$299K | ﹤0.01% | 1389 |
|
|
2022
Q3 | $526K | Sell |
2,002
-50
| -2% | -$13.5K | ﹤0.01% | 1676 |
|
|
2022
Q2 | $575K | Buy |
2,052
+1,028
| +100% | +$291K | ﹤0.01% | 1537 |
|
|
2022
Q1 | $309K | Sell |
1,024
-23
| -2% | -$6.61K | ﹤0.01% | 1871 |
|
|
2021
Q4 | $287K | Sell |
1,047
-14
| -1% | -$3.78K | ﹤0.01% | 2023 |
|
|
2021
Q3 | $266K | Buy |
1,061
+42
| +4% | +$10.8K | ﹤0.01% | 2020 |
|
|
2021
Q2 | $257K | Hold |
1,019
| – | – | ﹤0.01% | 2001 |
|
|
2021
Q1 | $253K | Sell |
1,019
-4,349
| -81% | -$1.04M | ﹤0.01% | 1947 |
|
|
2020
Q4 | $1.26M | Sell |
5,368
-594
| -10% | -$131K | 0.01% | 1069 |
|
|
2020
Q3 | $1.18M | Sell |
5,962
-479
| -7% | -$103K | 0.01% | 1022 |
|
|
2020
Q2 | $1.33M | Sell |
6,441
-882
| -12% | -$172K | 0.01% | 916 |
|
|
2020
Q1 | $1.41M | Sell |
7,323
-554
| -7% | -$141K | 0.01% | 819 |
|
|
2019
Q4 | $2.18M | Sell |
7,877
-53
| -0.7% | -$14K | 0.01% | 758 |
|
|
2019
Q3 | $2.11M | Sell |
7,930
-203
| -2% | -$51.3K | 0.02% | 743 |
|
|
2019
Q2 | $2.01M | Buy |
8,133
+838
| +11% | +$201K | 0.02% | 734 |
|
|
2019
Q1 | $1.58M | Sell |
7,295
-2,855
| -28% | -$621K | 0.01% | 817 |
|
|
2018
Q4 | $2.21M | Buy |
10,150
+2,518
| +33% | +$549K | 0.02% | 608 |
|
|
2018
Q3 | $1.74M | Buy |
7,632
+137
| +2% | +$30.7K | 0.02% | 749 |
|
|
2018
Q2 | $1.73M | Buy |
7,495
+6,301
| +528% | +$1.48M | 0.02% | 735 |
|
|
2018
Q1 | $307K | Buy |
1,194
+194
| +19% | +$46.6K | ﹤0.01% | 1587 |
|
|
2017
Q4 | $221K | Sell |
1,000
-84
| -8% | -$18.9K | ﹤0.01% | 1748 |
|
|
2017
Q3 | $248K | Buy |
1,084
+147
| +16% | +$37.1K | ﹤0.01% | 1602 |
|
|
2017
Q2 | $239K | Buy |
937
+42
| +5% | +$10.4K | ﹤0.01% | 1543 |
|
|
2017
Q1 | $209K | Buy |
+895
| New | +$204K | ﹤0.01% | 1595 |
|
|
2016
Q2 | – | Sell |
-4,571
| Closed | -$902K | – | 805 |
|
|
2016
Q1 | $902K | Sell |
4,571
-859
| -16% | -$159K | 0.02% | 551 |
|
|
2015
Q4 | $994K | Sell |
5,430
-524
| -9% | -$95.2K | 0.03% | 555 |
|
|
2015
Q3 | $1.03M | Buy |
+5,954
| New | +$1.08M | 0.03% | 527 |
|
|
2015
Q2 | – | Sell |
-5,962
| Closed | -$1.04M | – | 2064 |
|
|
2015
Q1 | $1.04M | Buy |
5,962
+3,498
| +142% | +$615K | 0.02% | 873 |
|
|
2014
Q4 | $420K | Sell |
2,464
-99
| -4% | -$16.7K | 0.01% | 1442 |
|
|
2014
Q3 | $415K | Buy |
2,563
+659
| +35% | +$107K | 0.01% | 1415 |
|
|
2014
Q2 | $306K | Buy |
+1,904
| New | +$301K | 0.01% | 1602 |
|
Other funds holding EG
VCM
VPM
VVP
