Oppenheimer & Co’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 | $4.78M | Sell |
14,062
-85
| -0.6% | -$28.9K | 0.06% | 326 |
|
|
2025
Q1 | $5.14M | Sell |
14,147
-2,924
| -17% | -$1.06M | 0.08% | 280 |
|
|
2024
Q4 | $6.19M | Buy |
17,071
+10,814
| +173% | +$3.92M | 0.09% | 234 |
|
|
2024
Q3 | $2.45M | Buy |
6,257
+76
| +1% | +$29.8K | 0.04% | 487 |
|
|
2024
Q2 | $2.36M | Sell |
6,181
-175
| -3% | -$66.7K | 0.04% | 480 |
|
|
2024
Q1 | $2.53M | Buy |
6,356
+1,894
| +42% | +$753K | 0.04% | 445 |
|
|
2023
Q4 | $1.58M | Buy |
4,462
+1,194
| +37% | +$422K | 0.03% | 568 |
|
|
2023
Q3 | $1.21M | Sell |
3,268
-70
| -2% | -$26K | 0.03% | 610 |
|
|
2023
Q2 | $1.14M | Hold |
3,338
| – | – | 0.02% | 658 |
|
|
2023
Q1 | $1.2M | Sell |
3,338
-2,916
| -47% | -$1.04M | 0.03% | 626 |
|
|
2022
Q4 | $2.07M | Sell |
6,254
-17
| -0.3% | -$5.63K | 0.05% | 433 |
|
|
2022
Q3 | $1.65M | Buy |
6,271
+76
| +1% | +$19.9K | 0.04% | 489 |
|
|
2022
Q2 | $1.74M | Buy |
6,195
+188
| +3% | +$52.7K | 0.04% | 507 |
|
|
2022
Q1 | $1.81M | Buy |
6,007
+2,028
| +51% | +$611K | 0.03% | 517 |
|
|
2021
Q4 | $1.09M | Buy |
3,979
+395
| +11% | +$108K | 0.02% | 742 |
|
|
2021
Q3 | $899K | Buy |
3,584
+246
| +7% | +$61.7K | 0.02% | 781 |
|
|
2021
Q2 | $842K | Sell |
3,338
-4,100
| -55% | -$1.03M | 0.02% | 819 |
|
|
2021
Q1 | $1.84M | Sell |
7,438
-2,200
| -23% | -$545K | 0.04% | 493 |
|
|
2020
Q4 | $2.26M | Buy |
9,638
+880
| +10% | +$206K | 0.05% | 415 |
|
|
2020
Q3 | $1.73M | Sell |
8,758
-400
| -4% | -$79K | 0.04% | 422 |
|
|
2020
Q2 | $1.89M | Sell |
9,158
-580
| -6% | -$120K | 0.05% | 397 |
|
|
2020
Q1 | $1.87M | Buy |
9,738
+400
| +4% | +$77K | 0.06% | 349 |
|
|
2019
Q4 | $2.59M | Hold |
9,338
| – | – | 0.06% | 341 |
|
|
2019
Q3 | $2.49M | Hold |
9,338
| – | – | 0.07% | 340 |
|
|
2019
Q2 | $2.31M | Sell |
9,338
-5,912
| -39% | -$1.46M | 0.06% | 350 |
|
|
2019
Q1 | $3.29M | Buy |
15,250
+3,175
| +26% | +$686K | 0.09% | 263 |
|
|
2018
Q4 | $2.63M | Sell |
12,075
-350
| -3% | -$76.2K | 0.08% | 274 |
|
|
2018
Q3 | $2.84M | Buy |
12,425
+3,000
| +32% | +$685K | 0.07% | 305 |
|
|
2018
Q2 | $2.17M | Sell |
9,425
-600
| -6% | -$138K | 0.06% | 369 |
|
|
2018
Q1 | $2.58M | Sell |
10,025
-5
| -0% | -$1.28K | 0.07% | 336 |
|
|
2017
Q4 | $2.22M | Sell |
10,030
-305
| -3% | -$67.5K | 0.06% | 360 |
|
|
2017
Q3 | $2.36M | Buy |
10,335
+2,000
| +24% | +$457K | 0.06% | 344 |
|
|
2017
Q2 | $2.12M | Buy |
8,335
+2,400
| +40% | +$611K | 0.06% | 374 |
|
|
2017
Q1 | $1.39M | Sell |
5,935
-4,661
| -44% | -$1.09M | 0.04% | 478 |
|
|
2016
Q4 | $2.29M | Buy |
10,596
+561
| +6% | +$121K | 0.07% | 339 |
|
|
2016
Q3 | $1.91M | Hold |
10,035
| – | – | 0.06% | 384 |
|
|
2016
Q2 | $1.83M | Sell |
10,035
-23
| -0.2% | -$4.2K | 0.05% | 388 |
|
|
2016
Q1 | $1.99M | Sell |
10,058
-262
| -3% | -$51.7K | 0.06% | 357 |
|
|
2015
Q4 | $1.89M | Hold |
10,320
| – | – | 0.06% | 368 |
|
|
2015
Q3 | $1.79M | Buy |
10,320
+85
| +0.8% | +$14.7K | 0.05% | 400 |
|
|
2015
Q2 | $1.86M | Sell |
10,235
-900
| -8% | -$164K | 0.05% | 421 |
|
|
2015
Q1 | $1.94M | Sell |
11,135
-300
| -3% | -$52.2K | 0.05% | 409 |
|
|
2014
Q4 | $1.95M | Sell |
11,435
-273
| -2% | -$46.5K | 0.06% | 394 |
|
|
2014
Q3 | $1.9M | Sell |
11,708
-6,923
| -37% | -$1.12M | 0.06% | 391 |
|
|
2014
Q2 | $2.99M | Sell |
18,631
-954
| -5% | -$153K | 0.09% | 262 |
|
|
2014
Q1 | $3M | Hold |
19,585
| – | – | 0.09% | 272 |
|
|
2013
Q4 | $3.05M | Hold |
19,585
| – | – | 0.1% | 251 |
|
|
2013
Q3 | $2.85M | Sell |
19,585
-20
| -0.1% | -$2.91K | 0.1% | 252 |
|
|
2013
Q2 | $2.51M | Buy |
+19,605
| New | +$2.51M | 0.1% | 257 |
|