Leavell Investment Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,950
| Closed | -$1.01M | – | 368 |
|
|
2017
Q2 | $1.01M | Buy |
3,950
+200
| +5% | +$50.9K | 0.13% | 166 |
|
|
2017
Q1 | $877K | Buy |
3,750
+1,000
| +36% | +$234K | 0.11% | 168 |
|
|
2016
Q4 | $595K | Hold |
2,750
| – | – | 0.08% | 213 |
|
|
2016
Q3 | $522K | Hold |
2,750
| – | – | 0.08% | 228 |
|
|
2016
Q2 | $502K | Hold |
2,750
| – | – | 0.07% | 238 |
|
|
2016
Q1 | $543K | Buy |
2,750
+700
| +34% | +$138K | 0.08% | 216 |
|
|
2015
Q4 | $375K | Hold |
2,050
| – | – | 0.06% | 264 |
|
|
2015
Q3 | $355K | Hold |
2,050
| – | – | 0.06% | 273 |
|
|
2015
Q2 | $373K | Hold |
2,050
| – | – | 0.06% | 288 |
|
|
2015
Q1 | $357K | Hold |
2,050
| – | – | 0.05% | 302 |
|
|
2014
Q4 | $349K | Hold |
2,050
| – | – | 0.05% | 306 |
|
|
2014
Q3 | $332K | Hold |
2,050
| – | – | 0.05% | 296 |
|
|
2014
Q2 | $329K | Hold |
2,050
| – | – | 0.05% | 300 |
|
|
2014
Q1 | $314K | Hold |
2,050
| – | – | 0.05% | 302 |
|
|
2013
Q4 | $320K | Hold |
2,050
| – | – | 0.05% | 293 |
|
|
2013
Q3 | $298K | Hold |
2,050
| – | – | 0.05% | 302 |
|
|
2013
Q2 | $263K | Buy |
+2,050
| New | +$263K | 0.05% | 311 |
|