Trust Company of Toledo’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 | $1.75M | Hold |
5,146
| – | – | 0.19% | 109 |
|
2025
Q1 | $1.87M | Hold |
5,146
| – | – | 0.25% | 96 |
|
2024
Q4 | $1.87M | Sell |
5,146
-100
| -2% | -$36.2K | 0.24% | 92 |
|
2024
Q3 | $2.06M | Hold |
5,246
| – | – | 0.28% | 82 |
|
2024
Q2 | $2M | Hold |
5,246
| – | – | 0.29% | 78 |
|
2024
Q1 | $2.09M | Sell |
5,246
-183
| -3% | -$72.7K | 0.33% | 72 |
|
2023
Q4 | $1.92M | Hold |
5,429
| – | – | 0.33% | 74 |
|
2023
Q3 | $2.02M | Sell |
5,429
-157
| -3% | -$58.4K | 0.4% | 66 |
|
2023
Q2 | $1.91M | Sell |
5,586
-200
| -3% | -$68.4K | 0.32% | 74 |
|
2023
Q1 | $2.07M | Sell |
5,786
-10
| -0.2% | -$3.58K | 0.37% | 65 |
|
2022
Q4 | $1.92K | Hold |
5,796
| – | – | 0.36% | 68 |
|
2022
Q3 | $1.52M | Sell |
5,796
-14
| -0.2% | -$3.67K | 0.3% | 77 |
|
2022
Q2 | $1.63M | Hold |
5,810
| – | – | 0.29% | 83 |
|
2022
Q1 | $1.75M | Sell |
5,810
-6
| -0.1% | -$1.81K | 0.27% | 85 |
|
2021
Q4 | $1.59M | Sell |
5,816
-10
| -0.2% | -$2.74K | 0.24% | 89 |
|
2021
Q3 | $1.46M | Sell |
5,826
-78
| -1% | -$19.6K | 0.24% | 89 |
|
2021
Q2 | $1.49M | Sell |
5,904
-6
| -0.1% | -$1.51K | 0.25% | 88 |
|
2021
Q1 | $1.46M | Sell |
5,910
-2
| -0% | -$495 | 0.26% | 86 |
|
2020
Q4 | $1.38M | Hold |
5,912
| – | – | 0.27% | 84 |
|
2020
Q3 | $1.17M | Sell |
5,912
-47
| -0.8% | -$9.29K | 0.26% | 85 |
|
2020
Q2 | $1.23M | Sell |
5,959
-503
| -8% | -$104K | 0.29% | 77 |
|
2020
Q1 | $1.24M | Sell |
6,462
-2
| -0% | -$385 | 0.34% | 75 |
|
2019
Q4 | $1.79M | Hold |
6,464
| – | – | 0.42% | 66 |
|
2019
Q3 | $1.72M | Sell |
6,464
-50
| -0.8% | -$13.3K | 0.42% | 64 |
|
2019
Q2 | $1.61M | Sell |
6,514
-1,668
| -20% | -$412K | 0.4% | 68 |
|
2019
Q1 | $1.77M | Hold |
8,182
| – | – | 0.45% | 59 |
|
2018
Q4 | $1.78M | Hold |
8,182
| – | – | 0.5% | 53 |
|
2018
Q3 | $1.87M | Sell |
8,182
-7
| -0.1% | -$1.6K | 0.48% | 57 |
|
2018
Q2 | $1.89M | Hold |
8,189
| – | – | 0.5% | 56 |
|
2018
Q1 | $2.1M | Hold |
8,189
| – | – | 0.56% | 48 |
|
2017
Q4 | $1.81M | Buy |
8,189
+7
| +0.1% | +$1.55K | 0.45% | 63 |
|
2017
Q3 | $1.87M | Sell |
8,182
-95
| -1% | -$21.7K | 0.47% | 60 |
|
2017
Q2 | $2.11M | Sell |
8,277
-75
| -0.9% | -$19.1K | 0.55% | 53 |
|
2017
Q1 | $1.95M | Sell |
8,352
-100
| -1% | -$23.4K | 0.53% | 52 |
|
2016
Q4 | $1.83M | Hold |
8,452
| – | – | 0.51% | 55 |
|
2016
Q3 | $1.61M | Hold |
8,452
| – | – | 0.46% | 62 |
|
2016
Q2 | $1.54M | Sell |
8,452
-50
| -0.6% | -$9.13K | 0.44% | 65 |
|
2016
Q1 | $1.68M | Hold |
8,502
| – | – | 0.5% | 51 |
|
2015
Q4 | $1.56M | Sell |
8,502
-40
| -0.5% | -$7.32K | 0.48% | 55 |
|
2015
Q3 | $1.48M | Hold |
8,542
| – | – | 0.47% | 56 |
|
2015
Q2 | $1.55M | Hold |
8,542
| – | – | 0.45% | 59 |
|
2015
Q1 | $1.49M | Hold |
8,542
| – | – | 0.44% | 65 |
|
2014
Q4 | $1.46M | Buy |
8,542
+25
| +0.3% | +$4.26K | 0.44% | 64 |
|
2014
Q3 | $1.38M | Hold |
8,517
| – | – | 0.45% | 56 |
|
2014
Q2 | $1.37M | Sell |
8,517
-475
| -5% | -$76.2K | 0.4% | 67 |
|
2014
Q1 | $1.38M | Hold |
8,992
| – | – | 0.42% | 65 |
|
2013
Q4 | $1.4M | Sell |
8,992
-100
| -1% | -$15.6K | 0.45% | 57 |
|
2013
Q3 | $1.32M | Sell |
9,092
-100
| -1% | -$14.5K | 0.47% | 54 |
|
2013
Q2 | $1.18M | Buy |
+9,192
| New | +$1.18M | 0.44% | 59 |
|