Institutions / Everett Harris & Co /Ca / Activity
Activity — Everett Harris & Co /Ca
245 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 19238T100 Common stock | $-70.7K | -1K -1.21% | 117,077 0.07% of portfolio | low |
| Q1 2026 as of | Exit | Opendoor Technologies Inc. Common stock | $-70.0K | -12K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Slb LIMITED/NV Common stock | $-69.8K | -1K -18.78% | 5,879 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | EPD Enterprise Products Partners L.P. MLP | $-67.3K | -2K -2.19% | 79,533 0.04% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $66.9K | +492 +5.07% | 10,192 0.02% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $62.8K | +1K +12.80% | 9,596 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-60.6K | -412 -4.60% | 8,550 0.02% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $60.3K | +314 +5.82% | 5,708 0.01% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $57.6K | +186 +5.12% | 3,822 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-56.8K | -714 -2.73% | 25,452 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Seabridge Gold Inc. Common stock | $-56.7K | -2K -18.18% | 9,000 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 205249105 Common stock | $-56.2K | -18K -16.34% | 94,110 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Csw Industrials, Inc. Common stock | $-56.0K | -215 -1.26% | 16,905 0.06% of portfolio | low |
| Q1 2026 as of | Add | CARRIER GLOBAL Corp Common stock | $55.5K | +986 +7.50% | 14,138 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Limoneira CO Common stock | $-55.5K | -4K -16.99% | 20,211 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 91324p102 Common stock | $51.1K | +189 +6.40% | 3,142 0.01% of portfolio | low |
| Q1 2026 as of | Add | 808524102 Common stock | $50.2K | +2K +11.92% | 18,775 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-49.6K | -70 -1.76% | 3,902 0.04% of portfolio | low |
| Q1 2026 as of | Add | 808524409 Common stock | $48.8K | +2K +6.06% | 27,994 0.01% of portfolio | low |
| Q1 2026 as of | Add | 808524805 Common stock | $48.3K | +2K +10.74% | 20,106 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46434g780 Common stock | $-48.0K | -2K -1.79% | 93,156 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 82622j104 Common stock | $-47.7K | -2K -5.76% | 36,785 0.01% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $45.7K | +123 +4.65% | 2,769 0.01% of portfolio | low |
| Q1 2026 as of | Trim | US Bancorp \De Common stock | $-45.2K | -869 -3.47% | 24,190 0.02% of portfolio | low |
| Q1 2026 as of | Add | 059578104 Common stock | $45.0K | +10K +25.00% | 50,000 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 81369y803 Common stock | $-44.7K | -336 -3.67% | 8,808 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 37733W204 Common stock | $-44.2K | -800 -12.02% | 5,853 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Danaher Corp /De Common stock | $-39.4K | -208 -2.02% | 10,081 0.02% of portfolio | low |
| Q1 2026 as of | Add | Csx Corp Common stock | $38.1K | +927 +7.01% | 14,159 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | American Electric Power Co Inc Common stock | $-38.0K | -290 -12.24% | 2,079 <0.01% of portfolio | low |
| Q1 2026 as of | Add | American Water Works Company, Inc. Common stock | $37.4K | +275 +0.09% | 307,236 0.54% of portfolio | low |
| Q1 2026 as of | Trim | Bank of Hawaii Corp Common stock | $-37.1K | -500 -1.68% | 29,223 0.03% of portfolio | low |
| Q1 2026 as of | Trim | General Mills Inc Common stock | $-36.9K | -991 -14.05% | 6,060 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 808524300 Common stock | $36.4K | +1K +4.18% | 31,188 0.01% of portfolio | low |
| Q1 2026 as of | Add | 65249b109 Common stock | $35.5K | +1K +12.17% | 13,135 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Honeywell International Inc Common stock | $-33.9K | -150 -2.40% | 6,104 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Phillips 66 Common stock | $-32.8K | -180 -1.32% | 13,440 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 697900108 Common stock | $-32.8K | -600 -9.30% | 5,850 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $28.6K | +87 +1.51% | 5,862 0.02% of portfolio | low |
| Q1 2026 as of | Add | 136375102 Common stock | $28.3K | +275 +13.33% | 2,338 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Marsh & McLennan Companies, Inc. Common stock | $-27.4K | -158 -11.10% | 1,265 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 46434G103 Common stock | $-26.4K | -379 -0.35% | 109,429 0.10% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $25.3K | +89 +1.06% | 8,462 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 464287291 Common stock | $-24.6K | -246 -5.22% | 4,470 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | g5960l103 Common stock | $-24.4K | -282 -0.52% | 53,993 0.06% of portfolio | low |
| Q1 2026 as of | Add | 67106F108 Common stock | $24.1K | +450 +2.49% | 18,545 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Lowes Companies Inc Common stock | $-23.6K | -100 -4.60% | 2,076 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 13646K108 Common stock | $-23.4K | -298 -0.38% | 77,125 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-22.9K | -175 -0.48% | 36,067 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 88032Q109 Common stock | $-22.1K | -350 -8.20% | 3,920 <0.01% of portfolio | low |