Raymond James Financial Services Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.52M | Sell |
3,870
-538
| -12% | -$211K | ﹤0.01% | 1889 |
|
|
2024
Q2 | $1.68M | Buy |
4,408
+2,330
| +112% | +$888K | ﹤0.01% | 1775 |
|
|
2024
Q1 | $826K | Sell |
2,078
-1,036
| -33% | -$412K | ﹤0.01% | 2178 |
|
|
2023
Q4 | $1.1M | Sell |
3,114
-1,676
| -35% | -$593K | ﹤0.01% | 1919 |
|
|
2023
Q3 | $1.78M | Buy |
4,790
+3,927
| +455% | +$1.46M | ﹤0.01% | 1562 |
|
|
2023
Q2 | $295K | Sell |
863
-5,097
| -86% | -$1.74M | ﹤0.01% | 2669 |
|
|
2023
Q1 | $2.13M | Sell |
5,960
-524
| -8% | -$188K | ﹤0.01% | 1454 |
|
|
2022
Q4 | $2.15M | Buy |
+6,484
| New | +$2.15M | ﹤0.01% | 1400 |
|
|
2022
Q3 | – | Sell |
-2,004
| Closed | -$562K | – | 3243 |
|
|
2022
Q2 | $562K | Buy |
2,004
+567
| +39% | +$159K | ﹤0.01% | 2192 |
|
|
2022
Q1 | $433K | Buy |
1,437
+182
| +15% | +$54.8K | ﹤0.01% | 2463 |
|
|
2021
Q4 | $344K | Buy |
+1,255
| New | +$344K | ﹤0.01% | 2615 |
|
|
2021
Q3 | – | Sell |
-1,471
| Closed | -$371K | – | 3259 |
|
|
2021
Q2 | $371K | Sell |
1,471
-6
| -0.4% | -$1.51K | ﹤0.01% | 2568 |
|
|
2021
Q1 | $366K | Sell |
1,477
-91
| -6% | -$22.6K | ﹤0.01% | 2495 |
|
|
2020
Q4 | $368K | Sell |
1,568
-185
| -11% | -$43.4K | ﹤0.01% | 2328 |
|
|
2020
Q3 | $347K | Sell |
1,753
-8
| -0.5% | -$1.58K | ﹤0.01% | 2201 |
|
|
2020
Q2 | $364K | Sell |
1,761
-3,690
| -68% | -$763K | ﹤0.01% | 2121 |
|
|
2020
Q1 | $1.05M | Buy |
5,451
+1,748
| +47% | +$336K | ﹤0.01% | 1169 |
|
|
2019
Q4 | $1.03M | Sell |
3,703
-379
| -9% | -$105K | ﹤0.01% | 1523 |
|
|
2019
Q3 | $1.09M | Buy |
4,082
+351
| +9% | +$93.4K | ﹤0.01% | 1425 |
|
|
2019
Q2 | $922K | Sell |
3,731
-197
| -5% | -$48.7K | ﹤0.01% | 1550 |
|
|
2019
Q1 | $848K | Buy |
3,928
+19
| +0.5% | +$4.1K | ﹤0.01% | 1546 |
|
|
2018
Q4 | $851K | Buy |
3,909
+51
| +1% | +$11.1K | ﹤0.01% | 1346 |
|
|
2018
Q3 | $881K | Sell |
3,858
-82
| -2% | -$18.7K | ﹤0.01% | 1541 |
|
|
2018
Q2 | $908K | Buy |
3,940
+54
| +1% | +$12.4K | ﹤0.01% | 1479 |
|
|
2018
Q1 | $998K | Buy |
+3,886
| New | +$998K | 0.01% | 1302 |
|
|
2017
Q3 | – | Sell |
-2,003
| Closed | -$510K | – | 2537 |
|
|
2017
Q2 | $510K | Buy |
2,003
+1,147
| +134% | +$292K | ﹤0.01% | 1660 |
|
|
2017
Q1 | $200K | Buy |
+856
| New | +$200K | ﹤0.01% | 2139 |
|
|
2016
Q2 | – | Sell |
-10,318
| Closed | -$2.04M | – | 2245 |
|
|
2016
Q1 | $2.04M | Buy |
+10,318
| New | +$2.04M | 0.02% | 622 |
|