Truist Financial’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $364K | Sell |
1,113
-69,996
| -98% | -$23M | ﹤0.01% | 2275 |
|
|
2025
Q4 | $24.1M | Sell |
71,109
-27,792
| -28% | -$9.18M | 0.03% | 370 |
|
|
2025
Q3 | $34.6M | Sell |
98,901
-6,294
| -6% | -$2.13M | 0.05% | 297 |
|
|
2025
Q2 | $35.8M | Sell |
105,195
-3,401
| -3% | -$1.17M | 0.05% | 285 |
|
|
2025
Q1 | $39.5M | Buy |
108,596
+15,660
| +17% | +$5.53M | 0.06% | 260 |
|
|
2024
Q4 | $33.7M | Buy |
92,936
+91,726
| +7,581% | +$34.4M | 0.05% | 292 |
|
|
2024
Q3 | $474K | Buy |
1,210
+44
| +4% | +$16.8K | ﹤0.01% | 1901 |
|
|
2024
Q2 | $444K | Buy |
1,166
+1
| +0.1% | +$378 | ﹤0.01% | 2044 |
|
|
2024
Q1 | $463K | Sell |
1,165
-107
| -8% | -$40.1K | ﹤0.01% | 2008 |
|
|
2023
Q4 | $450K | Buy |
1,272
+106
| +9% | +$41K | ﹤0.01% | 2053 |
|
|
2023
Q3 | $433K | Sell |
1,166
-239
| -17% | -$86.7K | ﹤0.01% | 1993 |
|
|
2023
Q2 | $480K | Sell |
1,405
-525
| -27% | -$190K | ﹤0.01% | 1974 |
|
|
2023
Q1 | $691K | Sell |
1,930
-886
| -31% | -$318K | ﹤0.01% | 1770 |
|
|
2022
Q4 | $933K | Sell |
2,816
-937
| -25% | -$292K | ﹤0.01% | 1586 |
|
|
2022
Q3 | $985K | Sell |
3,753
-696
| -16% | -$188K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $1.25M | Sell |
4,449
-46
| -1% | -$13K | ﹤0.01% | 1439 |
|
|
2022
Q1 | $1.35M | Buy |
4,495
+738
| +20% | +$212K | ﹤0.01% | 1472 |
|
|
2021
Q4 | $1.03M | Buy |
3,757
+16
| +0.4% | +$4.33K | ﹤0.01% | 1617 |
|
|
2021
Q3 | $938K | Sell |
3,741
-320
| -8% | -$82.1K | ﹤0.01% | 1648 |
|
|
2021
Q2 | $1.02M | Buy |
4,061
+100
| +3% | +$26K | ﹤0.01% | 1636 |
|
|
2021
Q1 | $981K | Sell |
3,961
-35
| -0.9% | -$8.33K | ﹤0.01% | 1610 |
|
|
2020
Q4 | $935K | Buy |
3,996
+813
| +26% | +$180K | ﹤0.01% | 1513 |
|
|
2020
Q3 | $629K | Buy |
3,183
+268
| +9% | +$57.4K | ﹤0.01% | 1601 |
|
|
2020
Q2 | $601K | Sell |
2,915
-1,226
| -30% | -$239K | ﹤0.01% | 1530 |
|
|
2020
Q1 | $797K | Buy |
4,141
+1,475
| +55% | +$377K | ﹤0.01% | 1351 |
|
|
2019
Q4 | $738K | Buy |
+2,666
| New | +$703K | ﹤0.01% | 1607 |
|
Other funds holding EG
VCM
VPM
VVP
