Traynor Capital Management’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 | $878K | Sell |
2,574
-100
| -4% | -$34.1K | 0.06% | 99 |
|
|
2025
Q1 | $972K | Buy |
2,674
+46
| +2% | +$16.7K | 0.08% | 90 |
|
|
2024
Q4 | $953K | Buy |
2,628
+631
| +32% | +$229K | 0.06% | 95 |
|
|
2024
Q3 | $782K | Hold |
1,997
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $761K | Buy |
1,997
+180
| +10% | +$68.6K | 0.06% | 99 |
|
|
2024
Q1 | $722K | Buy |
1,817
+499
| +38% | +$198K | 0.06% | 106 |
|
|
2023
Q4 | $466K | Buy |
1,318
+100
| +8% | +$35.4K | 0.05% | 135 |
|
|
2023
Q3 | $453K | Hold |
1,218
| – | – | 0.06% | 125 |
|
|
2023
Q2 | $416K | Hold |
1,218
| – | – | 0.05% | 127 |
|
|
2023
Q1 | $436K | Hold |
1,218
| – | – | 0.06% | 126 |
|
|
2022
Q4 | $403K | Sell |
1,218
-60
| -5% | -$19.9K | 0.06% | 129 |
|
|
2022
Q3 | $335K | Hold |
1,278
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $358K | Sell |
1,278
-70
| -5% | -$19.6K | 0.06% | 107 |
|
|
2022
Q1 | $406K | Sell |
1,348
-228
| -14% | -$68.7K | 0.05% | 121 |
|
|
2021
Q4 | $431K | Hold |
1,576
| – | – | 0.05% | 135 |
|
|
2021
Q3 | $395K | Buy |
1,576
+249
| +19% | +$62.4K | 0.05% | 131 |
|
|
2021
Q2 | $335K | Sell |
1,327
-49
| -4% | -$12.4K | 0.05% | 131 |
|
|
2021
Q1 | $341K | Hold |
1,376
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $322K | Sell |
1,376
-1,014
| -42% | -$237K | 0.06% | 115 |
|
|
2020
Q3 | $511K | Sell |
2,390
-198
| -8% | -$42.3K | 0.12% | 92 |
|
|
2020
Q2 | $533K | Buy |
2,588
+53
| +2% | +$10.9K | 0.13% | 87 |
|
|
2020
Q1 | $487K | Buy |
+2,535
| New | +$487K | 0.17% | 70 |
|
|
2018
Q4 | – | Sell |
-944
| Closed | -$217K | – | 170 |
|
|
2018
Q3 | $217K | Sell |
944
-49
| -5% | -$11.3K | 0.07% | 166 |
|
|
2018
Q2 | $225K | Buy |
993
+2
| +0.2% | +$453 | 0.08% | 158 |
|
|
2018
Q1 | $254K | Sell |
991
-181
| -15% | -$46.4K | 0.1% | 133 |
|
|
2017
Q4 | $259K | Buy |
1,172
+95
| +9% | +$21K | 0.11% | 133 |
|
|
2017
Q3 | $258K | Sell |
1,077
-169
| -14% | -$40.5K | 0.12% | 128 |
|
|
2017
Q2 | $323K | Sell |
1,246
-49
| -4% | -$12.7K | 0.16% | 117 |
|
|
2017
Q1 | $321K | Buy |
+1,295
| New | +$321K | 0.18% | 107 |
|