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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.68M | Sell |
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|
2025
Q1 | $9.89M | Sell |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $9.13M | Buy |
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|
2024
Q2 | $8.01M | Sell |
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|
2024
Q1 | $8.53M | Buy |
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|
2023
Q4 | $5.85M | Buy |
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|
2023
Q3 | $3.78M | Buy |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.6M | Buy |
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|
2022
Q1 | $978K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $679K | Buy |
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|
2021
Q2 | $657K | Sell |
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|
2021
Q1 | $843K | Buy |
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|
2020
Q4 | $515K | Buy |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $500K | Buy |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $387K | Buy |
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|
2019
Q1 | $332K | Sell |
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|
2018
Q4 | $1.67M | Buy |
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|
2018
Q3 | $1.73M | Buy |
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|
2018
Q2 | $1.57M | Sell |
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|
2018
Q1 | $3.36M | Sell |
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|
2017
Q4 | $3.01M | Buy |
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|
2017
Q3 | $1.66M | Sell |
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|
2017
Q2 | $1.87M | Buy |
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|
2017
Q1 | $1.45M | Sell |
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|
2016
Q4 | $1.37M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.07M | Sell |
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|
2016
Q1 | $1.31M | Buy |
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|
2015
Q4 | $916K | Buy |
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|
2015
Q3 | $437K | Sell |
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|
2015
Q2 | $896K | Buy |
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|
2015
Q1 | $559K | Buy |
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|
2014
Q4 | $508K | Buy |
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|
2014
Q3 | $464K | Buy |
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|
2014
Q2 | $459K | Sell |
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|
2014
Q1 | $507K | Sell |
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|
2013
Q4 | $808K | Buy |
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