Truist Financial’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 | $35.8M | Sell |
105,195
-3,401
| -3% | -$1.16M | 0.05% | 284 |
|
|
2025
Q1 | $39.5M | Buy |
108,596
+15,660
| +17% | +$5.69M | 0.06% | 259 |
|
|
2024
Q4 | $33.7M | Buy |
92,936
+91,726
| +7,581% | +$33.2M | 0.05% | 290 |
|
|
2024
Q3 | $474K | Buy |
1,210
+44
| +4% | +$17.2K | ﹤0.01% | 1890 |
|
|
2024
Q2 | $444K | Buy |
1,166
+1
| +0.1% | +$381 | ﹤0.01% | 2035 |
|
|
2024
Q1 | $463K | Sell |
1,165
-107
| -8% | -$42.5K | ﹤0.01% | 2001 |
|
|
2023
Q4 | $450K | Buy |
1,272
+106
| +9% | +$37.5K | ﹤0.01% | 2045 |
|
|
2023
Q3 | $433K | Sell |
1,166
-239
| -17% | -$88.8K | ﹤0.01% | 1986 |
|
|
2023
Q2 | $480K | Sell |
1,405
-525
| -27% | -$179K | ﹤0.01% | 1967 |
|
|
2023
Q1 | $691K | Sell |
1,930
-886
| -31% | -$317K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $933K | Sell |
2,816
-937
| -25% | -$310K | ﹤0.01% | 1584 |
|
|
2022
Q3 | $985K | Sell |
3,753
-696
| -16% | -$183K | ﹤0.01% | 1495 |
|
|
2022
Q2 | $1.25M | Sell |
4,449
-46
| -1% | -$12.9K | ﹤0.01% | 1436 |
|
|
2022
Q1 | $1.36M | Buy |
4,495
+738
| +20% | +$222K | ﹤0.01% | 1469 |
|
|
2021
Q4 | $1.03M | Buy |
3,757
+16
| +0.4% | +$4.38K | ﹤0.01% | 1603 |
|
|
2021
Q3 | $938K | Sell |
3,741
-320
| -8% | -$80.2K | ﹤0.01% | 1635 |
|
|
2021
Q2 | $1.02M | Buy |
4,061
+100
| +3% | +$25.2K | ﹤0.01% | 1628 |
|
|
2021
Q1 | $981K | Sell |
3,961
-35
| -0.9% | -$8.67K | ﹤0.01% | 1600 |
|
|
2020
Q4 | $935K | Buy |
3,996
+813
| +26% | +$190K | ﹤0.01% | 1504 |
|
|
2020
Q3 | $629K | Buy |
3,183
+268
| +9% | +$53K | ﹤0.01% | 1587 |
|
|
2020
Q2 | $601K | Sell |
2,915
-1,226
| -30% | -$253K | ﹤0.01% | 1521 |
|
|
2020
Q1 | $797K | Buy |
4,141
+1,475
| +55% | +$284K | ﹤0.01% | 1339 |
|
|
2019
Q4 | $738K | Buy |
+2,666
| New | +$738K | ﹤0.01% | 1592 |
|