LPL Financial’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 | $6.34M | Buy |
19,405
+202
| +1% | +$66.5K | ﹤0.01% | 2415 |
|
|
2025
Q4 | $6.52M | Sell |
19,203
-922
| -5% | -$304K | ﹤0.01% | 2307 |
|
|
2025
Q3 | $7.05M | Sell |
20,125
-5,417
| -21% | -$1.83M | ﹤0.01% | 2193 |
|
|
2025
Q2 | $8.68M | Sell |
25,542
-1,666
| -6% | -$575K | ﹤0.01% | 1859 |
|
|
2025
Q1 | $9.89M | Sell |
27,208
-4,780
| -15% | -$1.69M | ﹤0.01% | 1611 |
|
|
2024
Q4 | $11.6M | Buy |
31,988
+8,675
| +37% | +$3.25M | ﹤0.01% | 1425 |
|
|
2024
Q3 | $9.13M | Buy |
23,313
+2,294
| +11% | +$874K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $8.01M | Sell |
21,019
-431
| -2% | -$163K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $8.53M | Buy |
21,450
+4,895
| +30% | +$1.84M | ﹤0.01% | 1435 |
|
|
2023
Q4 | $5.85M | Buy |
16,555
+6,389
| +63% | +$2.47M | ﹤0.01% | 1581 |
|
|
2023
Q3 | $3.78M | Buy |
10,166
+3,521
| +53% | +$1.28M | ﹤0.01% | 1765 |
|
|
2023
Q2 | $2.27M | Buy |
6,645
+895
| +16% | +$323K | ﹤0.01% | 2131 |
|
|
2023
Q1 | $2.06M | Buy |
5,750
+108
| +2% | +$38.8K | ﹤0.01% | 2119 |
|
|
2022
Q4 | $1.87M | Buy |
5,642
+367
| +7% | +$114K | ﹤0.01% | 2121 |
|
|
2022
Q3 | $1.39M | Sell |
5,275
-452
| -8% | -$122K | ﹤0.01% | 2276 |
|
|
2022
Q2 | $1.6M | Buy |
5,727
+2,482
| +76% | +$702K | ﹤0.01% | 2199 |
|
|
2022
Q1 | $978K | Buy |
3,245
+345
| +12% | +$99.1K | ﹤0.01% | 2632 |
|
|
2021
Q4 | $794K | Buy |
2,900
+191
| +7% | +$51.6K | ﹤0.01% | 2861 |
|
|
2021
Q3 | $679K | Buy |
2,709
+102
| +4% | +$26.2K | ﹤0.01% | 2936 |
|
|
2021
Q2 | $657K | Sell |
2,607
-793
| -23% | -$206K | ﹤0.01% | 2920 |
|
|
2021
Q1 | $843K | Buy |
3,400
+1,201
| +55% | +$286K | ﹤0.01% | 2549 |
|
|
2020
Q4 | $515K | Buy |
2,199
+150
| +7% | +$33.1K | ﹤0.01% | 2725 |
|
|
2020
Q3 | $405K | Sell |
2,049
-111
| -5% | -$23.8K | ﹤0.01% | 2650 |
|
|
2020
Q2 | $445K | Sell |
2,160
-915
| -30% | -$178K | ﹤0.01% | 2506 |
|
|
2020
Q1 | $592K | Buy |
3,075
+1,270
| +70% | +$324K | ﹤0.01% | 1990 |
|
|
2019
Q4 | $500K | Buy |
1,805
+194
| +12% | +$51.2K | ﹤0.01% | 2369 |
|
|
2019
Q3 | $429K | Buy |
1,611
+43
| +3% | +$10.9K | ﹤0.01% | 2381 |
|
|
2019
Q2 | $387K | Buy |
1,568
+30
| +2% | +$7.2K | ﹤0.01% | 2485 |
|
|
2019
Q1 | $332K | Sell |
1,538
-6,106
| -80% | -$1.33M | ﹤0.01% | 2550 |
|
|
2018
Q4 | $1.67M | Buy |
7,644
+64
| +0.8% | +$13.9K | ﹤0.01% | 1178 |
|
|
2018
Q3 | $1.73M | Buy |
7,580
+757
| +11% | +$169K | ﹤0.01% | 1277 |
|
|
2018
Q2 | $1.57M | Sell |
6,823
-6,259
| -48% | -$1.47M | ﹤0.01% | 1292 |
|
|
2018
Q1 | $3.36M | Sell |
13,082
-542
| -4% | -$130K | 0.01% | 870 |
|
|
2017
Q4 | $3.01M | Buy |
13,624
+6,367
| +88% | +$1.44M | 0.01% | 857 |
|
|
2017
Q3 | $1.66M | Sell |
7,257
-99
| -1% | -$25K | 0.01% | 1102 |
|
|
2017
Q2 | $1.87M | Buy |
7,356
+1,165
| +19% | +$288K | 0.01% | 985 |
|
|
2017
Q1 | $1.45M | Sell |
6,191
-138
| -2% | -$31.5K | 0.01% | 1014 |
|
|
2016
Q4 | $1.37M | Buy |
+6,329
| New | +$1.3M | 0.01% | 1018 |
|
|
2016
Q3 | – | Sell |
-5,924
| Closed | -$1.11M | – | 2666 |
|
|
2016
Q2 | $1.07M | Sell |
5,924
-787
| -12% | -$145K | 0.01% | 1126 |
|
|
2016
Q1 | $1.31M | Buy |
6,711
+1,633
| +32% | +$302K | ﹤0.01% | 1467 |
|
|
2015
Q4 | $916K | Buy |
5,078
+2,583
| +104% | +$469K | ﹤0.01% | 1751 |
|
|
2015
Q3 | $437K | Sell |
2,495
-2,331
| -48% | -$422K | ﹤0.01% | 1904 |
|
|
2015
Q2 | $896K | Buy |
4,826
+1,598
| +50% | +$291K | ﹤0.01% | 1462 |
|
|
2015
Q1 | $559K | Buy |
3,228
+243
| +8% | +$42.7K | ﹤0.01% | 1772 |
|
|
2014
Q4 | $508K | Buy |
2,985
+93
| +3% | +$15.7K | ﹤0.01% | 1763 |
|
|
2014
Q3 | $464K | Buy |
2,892
+32
| +1% | +$5.18K | ﹤0.01% | 1850 |
|
|
2014
Q2 | $459K | Sell |
2,860
-453
| -14% | -$71.7K | ﹤0.01% | 1863 |
|
|
2014
Q1 | $507K | Sell |
3,313
-1,874
| -36% | -$277K | ﹤0.01% | 1734 |
|
|
2013
Q4 | $808K | Buy |
+5,187
| New | +$792K | 0.01% | 1386 |
|
Other funds holding EG
VCM
VPM
VVP
