Principal Financial 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 | $17.2M | Sell |
50,721
-4,402
| -8% | -$1.5M | 0.01% | 925 |
|
2025
Q1 | $20M | Buy |
55,123
+4,021
| +8% | +$1.46M | 0.01% | 828 |
|
2024
Q4 | $18.5M | Sell |
51,102
-2,790
| -5% | -$1.01M | 0.01% | 902 |
|
2024
Q3 | $21.1M | Buy |
53,892
+2,818
| +6% | +$1.1M | 0.01% | 808 |
|
2024
Q2 | $19.5M | Sell |
51,074
-2,598
| -5% | -$990K | 0.01% | 875 |
|
2024
Q1 | $21.3M | Buy |
53,672
+737
| +1% | +$293K | 0.01% | 878 |
|
2023
Q4 | $18.7M | Buy |
52,935
+893
| +2% | +$316K | 0.01% | 917 |
|
2023
Q3 | $19.3M | Buy |
52,042
+857
| +2% | +$319K | 0.01% | 825 |
|
2023
Q2 | $17.5M | Buy |
51,185
+3,142
| +7% | +$1.07M | 0.01% | 921 |
|
2023
Q1 | $17.2M | Buy |
48,043
+632
| +1% | +$226K | 0.01% | 934 |
|
2022
Q4 | $15.7M | Sell |
47,411
-1,665
| -3% | -$552K | 0.01% | 975 |
|
2022
Q3 | $12.9M | Sell |
49,076
-1,035
| -2% | -$272K | 0.01% | 1038 |
|
2022
Q2 | $14M | Sell |
50,111
-1,928
| -4% | -$540K | 0.01% | 1074 |
|
2022
Q1 | $15.7M | Sell |
52,039
-10
| -0% | -$3.01K | 0.01% | 1082 |
|
2021
Q4 | $14.3M | Sell |
52,049
-2,526
| -5% | -$692K | 0.01% | 1187 |
|
2021
Q3 | $13.7M | Sell |
54,575
-14,375
| -21% | -$3.61M | 0.01% | 1230 |
|
2021
Q2 | $17.4M | Buy |
68,950
+5,184
| +8% | +$1.31M | 0.01% | 1086 |
|
2021
Q1 | $15.8M | Sell |
63,766
-73
| -0.1% | -$18.1K | 0.01% | 1111 |
|
2020
Q4 | $14.9M | Buy |
63,839
+212
| +0.3% | +$49.6K | 0.01% | 977 |
|
2020
Q3 | $12.6M | Buy |
63,627
+3,175
| +5% | +$627K | 0.01% | 925 |
|
2020
Q2 | $12.5M | Buy |
60,452
+382
| +0.6% | +$78.8K | 0.01% | 922 |
|
2020
Q1 | $11.6M | Buy |
60,070
+367
| +0.6% | +$70.6K | 0.01% | 822 |
|
2019
Q4 | $16.5M | Sell |
59,703
-1,879
| -3% | -$520K | 0.01% | 949 |
|
2019
Q3 | $16.4M | Sell |
61,582
-63
| -0.1% | -$16.8K | 0.01% | 915 |
|
2019
Q2 | $15.2M | Buy |
61,645
+640
| +1% | +$158K | 0.01% | 978 |
|
2019
Q1 | $13.2M | Sell |
61,005
-67
| -0.1% | -$14.5K | 0.01% | 1057 |
|
2018
Q4 | $13.3M | Buy |
61,072
+1,029
| +2% | +$224K | 0.01% | 976 |
|
2018
Q3 | $13.7M | Sell |
60,043
-1,480
| -2% | -$338K | 0.01% | 1122 |
|
2018
Q2 | $14.2M | Buy |
61,523
+228
| +0.4% | +$52.6K | 0.01% | 1070 |
|
2018
Q1 | $15.7M | Sell |
61,295
-3,766
| -6% | -$967K | 0.02% | 955 |
|
2017
Q4 | $14.4M | Sell |
65,061
-177,575
| -73% | -$39.3M | 0.01% | 1035 |
|
2017
Q3 | $55.4M | Sell |
242,636
-277,371
| -53% | -$63.3M | 0.05% | 391 |
|
2017
Q2 | $132M | Sell |
520,007
-145,995
| -22% | -$37.2M | 0.13% | 202 |
|
2017
Q1 | $156M | Buy |
666,002
+60,973
| +10% | +$14.3M | 0.19% | 130 |
|
2016
Q4 | $131M | Buy |
605,029
+1,850
| +0.3% | +$400K | 0.17% | 139 |
|
2016
Q3 | $115M | Sell |
603,179
-183,661
| -23% | -$34.9M | 0.15% | 149 |
|
2016
Q2 | $144M | Sell |
786,840
-68,081
| -8% | -$12.4M | 0.2% | 124 |
|
2016
Q1 | $169M | Sell |
854,921
-198,527
| -19% | -$39.2M | 0.25% | 107 |
|
2015
Q4 | $193M | Buy |
1,053,448
+198,485
| +23% | +$36.3M | 0.29% | 89 |
|
2015
Q3 | $148M | Buy |
854,963
+154,399
| +22% | +$26.8M | 0.23% | 120 |
|
2015
Q2 | $128M | Buy |
700,564
+189,976
| +37% | +$34.6M | 0.19% | 146 |
|
2015
Q1 | $88.8M | Buy |
510,588
+37,473
| +8% | +$6.52M | 0.13% | 194 |
|
2014
Q4 | $80.6M | Buy |
473,115
+23,912
| +5% | +$4.07M | 0.13% | 212 |
|
2014
Q3 | $72.8M | Buy |
449,203
+151,734
| +51% | +$24.6M | 0.12% | 212 |
|
2014
Q2 | $47.7M | Buy |
297,469
+66,075
| +29% | +$10.6M | 0.08% | 281 |
|
2014
Q1 | $35.4M | Sell |
231,394
-409,005
| -64% | -$62.6M | 0.06% | 342 |
|
2013
Q4 | $99.8M | Buy |
640,399
+75,864
| +13% | +$11.8M | 0.19% | 146 |
|
2013
Q3 | $82.1M | Buy |
564,535
+410,578
| +267% | +$59.7M | 0.17% | 162 |
|
2013
Q2 | $19.7M | Buy |
+153,957
| New | +$19.7M | 0.04% | 449 |
|