RJT
Raymond James Trust’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $562K | Buy |
1,434
+536
| +60% | +$210K | 0.01% | 732 |
|
|
2024
Q2 | $342K | Sell |
898
-9
| -1% | -$3.43K | 0.01% | 906 |
|
|
2024
Q1 | $361K | Buy |
907
+44
| +5% | +$17.5K | 0.01% | 881 |
|
|
2023
Q4 | $305K | Sell |
863
-230
| -21% | -$81.3K | 0.01% | 914 |
|
|
2023
Q3 | $406K | Buy |
1,093
+105
| +11% | +$39K | 0.01% | 729 |
|
|
2023
Q2 | $338K | Sell |
988
-105
| -10% | -$35.9K | 0.01% | 836 |
|
|
2023
Q1 | $391K | Sell |
1,093
-126
| -10% | -$45.1K | 0.01% | 740 |
|
|
2022
Q4 | $404K | Sell |
1,219
-165
| -12% | -$54.7K | 0.01% | 689 |
|
|
2022
Q3 | $363K | Sell |
1,384
-53
| -4% | -$13.9K | 0.01% | 707 |
|
|
2022
Q2 | $403K | Sell |
1,437
-110
| -7% | -$30.8K | 0.01% | 662 |
|
|
2022
Q1 | $466K | Sell |
1,547
-381
| -20% | -$115K | 0.01% | 664 |
|
|
2021
Q4 | $528K | Sell |
1,928
-257
| -12% | -$70.4K | 0.02% | 624 |
|
|
2021
Q3 | $548K | Buy |
2,185
+51
| +2% | +$12.8K | 0.02% | 587 |
|
|
2021
Q2 | $538K | Sell |
2,134
-2,413
| -53% | -$608K | 0.02% | 573 |
|
|
2021
Q1 | $1.13M | Sell |
4,547
-12,865
| -74% | -$3.19M | 0.04% | 339 |
|
|
2020
Q4 | $4.08M | Buy |
17,412
+356
| +2% | +$83.3K | 0.16% | 128 |
|
|
2020
Q3 | $3.37M | Sell |
17,056
-61
| -0.4% | -$12K | 0.15% | 130 |
|
|
2020
Q2 | $3.53M | Sell |
17,117
-143
| -0.8% | -$29.5K | 0.17% | 123 |
|
|
2020
Q1 | $3.32M | Buy |
17,260
+420
| +2% | +$80.8K | 0.2% | 111 |
|
|
2019
Q4 | $4.66M | Sell |
16,840
-101
| -0.6% | -$28K | 0.22% | 102 |
|
|
2019
Q3 | $4.51M | Buy |
16,941
+106
| +0.6% | +$28.2K | 0.23% | 101 |
|
|
2019
Q2 | $4.16M | Sell |
16,835
-289
| -2% | -$71.4K | 0.23% | 99 |
|
|
2019
Q1 | $3.7M | Buy |
17,124
+294
| +2% | +$63.5K | 0.21% | 109 |
|
|
2018
Q4 | $3.67M | Sell |
16,830
-478
| -3% | -$104K | 0.24% | 99 |
|
|
2018
Q3 | $3.96M | Sell |
17,308
-40
| -0.2% | -$9.14K | 0.22% | 104 |
|
|
2018
Q2 | $4M | Buy |
17,348
+41
| +0.2% | +$9.45K | 0.24% | 97 |
|
|
2018
Q1 | $4.45M | Sell |
17,307
-814
| -4% | -$209K | 0.31% | 89 |
|
|
2017
Q4 | $4.01M | Buy |
18,121
+454
| +3% | +$100K | 0.27% | 92 |
|
|
2017
Q3 | $4.03M | Sell |
17,667
-278
| -2% | -$63.5K | 0.29% | 91 |
|
|
2017
Q2 | $4.57M | Sell |
17,945
-27
| -0.2% | -$6.87K | 0.34% | 78 |
|
|
2017
Q1 | $4.2M | Buy |
17,972
+294
| +2% | +$68.7K | 0.32% | 82 |
|
|
2016
Q4 | $3.83M | Sell |
17,678
-870
| -5% | -$188K | 0.3% | 88 |
|
|
2016
Q3 | $3.52M | Sell |
18,548
-346
| -2% | -$65.7K | 0.3% | 84 |
|
|
2016
Q2 | $3.45M | Sell |
18,894
-556
| -3% | -$102K | 0.3% | 83 |
|
|
2016
Q1 | $3.84M | Sell |
19,450
-399
| -2% | -$78.8K | 0.36% | 71 |
|
|
2015
Q4 | $3.63M | Sell |
19,849
-395
| -2% | -$72.3K | 0.34% | 74 |
|
|
2015
Q3 | $3.51M | Buy |
20,244
+1,583
| +8% | +$274K | 0.39% | 64 |
|
|
2015
Q2 | $3.4M | Buy |
18,661
+143
| +0.8% | +$26K | 0.36% | 71 |
|
|
2015
Q1 | $3.22M | Sell |
18,518
-1,333
| -7% | -$232K | 0.35% | 77 |
|
|
2014
Q4 | $3.38M | Buy |
19,851
+10
| +0.1% | +$1.7K | 0.36% | 74 |
|
|
2014
Q3 | $3.21M | Sell |
19,841
-102
| -0.5% | -$16.5K | 0.37% | 73 |
|
|
2014
Q2 | $3.2M | Buy |
19,943
+305
| +2% | +$48.9K | 0.37% | 73 |
|
|
2014
Q1 | $3.01M | Buy |
19,638
+228
| +1% | +$34.9K | 0.37% | 71 |
|
|
2013
Q4 | $3.03M | Buy |
19,410
+5,938
| +44% | +$926K | 0.4% | 67 |
|
|
2013
Q3 | $1.96M | Buy |
13,472
+3,503
| +35% | +$509K | 0.3% | 85 |
|
|
2013
Q2 | $1.28M | Buy |
+9,969
| New | +$1.28M | 0.21% | 118 |
|