Northwest & Ethical Investments’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 | $5.49M | Sell |
16,163
-22,820
| -59% | -$7.76M | 0.14% | 172 |
|
|
2025
Q1 | $14.2M | Buy |
38,983
+3,336
| +9% | +$1.21M | 0.38% | 83 |
|
|
2024
Q4 | $12.9M | Buy |
35,647
+65
| +0.2% | +$23.6K | 0.35% | 98 |
|
|
2024
Q3 | $13.9M | Buy |
35,582
+1,642
| +5% | +$643K | 0.37% | 90 |
|
|
2024
Q2 | $12.9M | Buy |
33,940
+1,090
| +3% | +$415K | 0.37% | 87 |
|
|
2024
Q1 | $13.1M | Sell |
32,850
-862
| -3% | -$343K | 0.38% | 87 |
|
|
2023
Q4 | $11.9M | Buy |
33,712
+2,912
| +9% | +$1.03M | 0.37% | 91 |
|
|
2023
Q3 | $11.4M | Sell |
30,800
-2,595
| -8% | -$964K | 0.38% | 85 |
|
|
2023
Q2 | $11.4M | Buy |
33,395
+6,979
| +26% | +$2.39M | 0.37% | 84 |
|
|
2023
Q1 | $9.46M | Buy |
26,416
+840
| +3% | +$301K | 0.31% | 108 |
|
|
2022
Q4 | $8.47M | Buy |
25,576
+5,918
| +30% | +$1.96M | 0.29% | 118 |
|
|
2022
Q3 | $5.16M | Buy |
19,658
+834
| +4% | +$219K | 0.21% | 148 |
|
|
2022
Q2 | $5.28M | Sell |
18,824
-890
| -5% | -$249K | 0.2% | 145 |
|
|
2022
Q1 | $5.94M | Sell |
19,714
-3,691
| -16% | -$1.11M | 0.19% | 142 |
|
|
2021
Q4 | $6.41M | Buy |
23,405
+3,702
| +19% | +$1.01M | 0.19% | 141 |
|
|
2021
Q3 | $4.94M | Hold |
19,703
| – | – | 0.16% | 165 |
|
|
2021
Q2 | $4.97M | Buy |
19,703
+4,952
| +34% | +$1.25M | 0.16% | 164 |
|
|
2021
Q1 | $3.66M | Sell |
14,751
-30
| -0.2% | -$7.43K | 0.13% | 196 |
|
|
2020
Q4 | $3.46M | Sell |
14,781
-890
| -6% | -$208K | 0.13% | 192 |
|
|
2020
Q3 | $3.1M | Buy |
15,671
+160
| +1% | +$31.6K | 0.14% | 181 |
|
|
2020
Q2 | $3.2M | Buy |
15,511
+3,400
| +28% | +$701K | 0.15% | 177 |
|
|
2020
Q1 | $2.33M | Buy |
12,111
+5,530
| +84% | +$1.06M | 0.14% | 189 |
|
|
2019
Q4 | $1.82M | Buy |
6,581
+174
| +3% | +$48.2K | 0.08% | 277 |
|
|
2019
Q3 | $1.7M | Sell |
6,407
-2,004
| -24% | -$533K | 0.08% | 271 |
|
|
2019
Q2 | $2.08M | Sell |
8,411
-2,970
| -26% | -$734K | 0.1% | 247 |
|
|
2019
Q1 | $2.46M | Buy |
11,381
+510
| +5% | +$110K | 0.13% | 215 |
|
|
2018
Q4 | $2.37M | Buy |
10,871
+5,041
| +86% | +$1.1M | 0.14% | 202 |
|
|
2018
Q3 | $1.33M | Buy |
5,830
+530
| +10% | +$121K | 0.08% | 269 |
|
|
2018
Q2 | $1.22M | Buy |
5,300
+1,400
| +36% | +$323K | 0.08% | 259 |
|
|
2018
Q1 | $1M | Buy |
+3,900
| New | +$1M | 0.07% | 272 |
|
|
2017
Q3 | – | Sell |
-8,733
| Closed | -$2.22M | – | 356 |
|
|
2017
Q2 | $2.22M | Hold |
8,733
| – | – | 0.15% | 177 |
|
|
2017
Q1 | $2.04M | Buy |
8,733
+1,933
| +28% | +$452K | 0.14% | 188 |
|
|
2016
Q4 | $1.47M | Hold |
6,800
| – | – | 0.1% | 225 |
|
|
2016
Q3 | $1.29M | Buy |
+6,800
| New | +$1.29M | 0.09% | 225 |
|