Rowlandmiller & Partners’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 | $447K | Buy |
1,315
+50
| +4% | +$17K | 0.09% | 109 |
|
|
2025
Q1 | $460K | Sell |
1,265
-30
| -2% | -$10.9K | 0.1% | 108 |
|
|
2024
Q4 | $469K | Hold |
1,295
| – | – | 0.1% | 105 |
|
|
2024
Q3 | $507K | Sell |
1,295
-50
| -4% | -$19.6K | 0.1% | 105 |
|
|
2024
Q2 | $512K | Hold |
1,345
| – | – | 0.11% | 96 |
|
|
2024
Q1 | $535K | Sell |
1,345
-100
| -7% | -$39.8K | 0.11% | 95 |
|
|
2023
Q4 | $511K | Hold |
1,445
| – | – | 0.12% | 93 |
|
|
2023
Q3 | $537K | Hold |
1,445
| – | – | 0.13% | 91 |
|
|
2023
Q2 | $494K | Hold |
1,445
| – | – | 0.12% | 101 |
|
|
2023
Q1 | $517K | Hold |
1,445
| – | – | 0.13% | 99 |
|
|
2022
Q4 | $482K | Hold |
1,445
| – | – | 0.12% | 99 |
|
|
2022
Q3 | $379K | Hold |
1,445
| – | – | 0.1% | 100 |
|
|
2022
Q2 | $405K | Buy |
1,445
+50
| +4% | +$14K | 0.1% | 99 |
|
|
2022
Q1 | $420K | Sell |
1,395
-25
| -2% | -$7.53K | 0.1% | 106 |
|
|
2021
Q4 | $389K | Sell |
1,420
-225
| -14% | -$61.6K | 0.09% | 115 |
|
|
2021
Q3 | $339K | Buy |
1,645
+150
| +10% | +$30.9K | 0.12% | 93 |
|
|
2021
Q2 | $377K | Sell |
1,495
-65
| -4% | -$16.4K | 0.09% | 110 |
|
|
2021
Q1 | $387K | Hold |
1,560
| – | – | 0.1% | 106 |
|
|
2020
Q4 | $365K | Sell |
1,560
-350
| -18% | -$81.9K | 0.1% | 105 |
|
|
2020
Q3 | $368K | Buy |
1,910
+265
| +16% | +$51K | 0.15% | 81 |
|
|
2020
Q2 | $339K | Sell |
1,645
-265
| -14% | -$54.6K | 0.12% | 93 |
|
|
2020
Q1 | $368K | Hold |
1,910
| – | – | 0.15% | 81 |
|
|
2019
Q4 | $529K | Buy |
+1,910
| New | +$529K | 0.16% | 82 |
|