Leuthold Group’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 | $640K | Hold |
1,883
| – | – | 0.08% | 146 |
|
|
2025
Q1 | $684K | Sell |
1,883
-15,582
| -89% | -$5.66M | 0.09% | 152 |
|
|
2024
Q4 | $6.33M | Sell |
17,465
-560
| -3% | -$203K | 0.76% | 43 |
|
|
2024
Q3 | $7.06M | Sell |
18,025
-546
| -3% | -$214K | 0.79% | 46 |
|
|
2024
Q2 | $7.08M | Sell |
18,571
-176
| -0.9% | -$67.1K | 0.82% | 39 |
|
|
2024
Q1 | $7.45M | Sell |
18,747
-123
| -0.7% | -$48.9K | 0.84% | 38 |
|
|
2023
Q4 | $6.67M | Buy |
18,870
+4,094
| +28% | +$1.45M | 0.83% | 41 |
|
|
2023
Q3 | $5.49M | Buy |
14,776
+12,578
| +572% | +$4.67M | 0.77% | 44 |
|
|
2023
Q2 | $751K | Hold |
2,198
| – | – | 0.1% | 144 |
|
|
2023
Q1 | $787K | Sell |
2,198
-114
| -5% | -$40.8K | 0.1% | 139 |
|
|
2022
Q4 | $766K | Sell |
2,312
-13,678
| -86% | -$4.53M | 0.1% | 139 |
|
|
2022
Q3 | $4.2M | Buy |
15,990
+525
| +3% | +$138K | 0.63% | 63 |
|
|
2022
Q2 | $4.34M | Buy |
+15,465
| New | +$4.34M | 0.62% | 59 |
|
|
2017
Q3 | – | Sell |
-3,584
| Closed | -$912K | – | 200 |
|
|
2017
Q2 | $912K | Sell |
3,584
-18,141
| -84% | -$4.62M | 0.1% | 160 |
|
|
2017
Q1 | $5.08M | Sell |
21,725
-773
| -3% | -$181K | 0.55% | 60 |
|
|
2016
Q4 | $4.87M | Buy |
+22,498
| New | +$4.87M | 0.54% | 67 |
|
|
2016
Q3 | – | Sell |
-75,419
| Closed | -$13.8M | – | 220 |
|
|
2016
Q2 | $13.8M | Buy |
75,419
+5,672
| +8% | +$1.04M | 1.46% | 6 |
|
|
2016
Q1 | $13.8M | Sell |
69,747
-806
| -1% | -$159K | 1.5% | 6 |
|
|
2015
Q4 | $12.9M | Buy |
70,553
+17,884
| +34% | +$3.27M | 1.36% | 8 |
|
|
2015
Q3 | $9.13M | Sell |
52,669
-3,170
| -6% | -$550K | 0.96% | 20 |
|
|
2015
Q2 | $10.2M | Buy |
55,839
+40,754
| +270% | +$7.42M | 0.95% | 22 |
|
|
2015
Q1 | $2.63M | Sell |
15,085
-453
| -3% | -$78.8K | 0.24% | 128 |
|
|
2014
Q4 | $2.65M | Sell |
15,538
-2,128
| -12% | -$362K | 0.26% | 122 |
|
|
2014
Q3 | $2.86M | Sell |
17,666
-178
| -1% | -$28.8K | 0.26% | 128 |
|
|
2014
Q2 | $2.86M | Buy |
17,844
+19
| +0.1% | +$3.05K | 0.24% | 134 |
|
|
2014
Q1 | $2.73M | Sell |
17,825
-995
| -5% | -$152K | 0.24% | 123 |
|
|
2013
Q4 | $2.93M | Sell |
18,820
-8,286
| -31% | -$1.29M | 0.26% | 118 |
|
|
2013
Q3 | $3.94M | Sell |
27,106
-689
| -2% | -$100K | 0.36% | 91 |
|
|
2013
Q2 | $3.57M | Buy |
+27,795
| New | +$3.57M | 0.33% | 93 |
|