Charles Schwab’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23M | Buy |
257,518
+9,646
| +4% | +$233K | ﹤0.01% | 2238 |
|
|
2025
Q1 | $6.49M | Sell |
247,872
-61,472
| -20% | -$1.61M | ﹤0.01% | 2161 |
|
|
2024
Q4 | $6.18M | Buy |
309,344
+68,862
| +29% | +$1.38M | ﹤0.01% | 2243 |
|
|
2024
Q3 | $5.07M | Buy |
240,482
+172,785
| +255% | +$3.64M | ﹤0.01% | 2374 |
|
|
2024
Q2 | $1.41M | Buy |
67,697
+10,403
| +18% | +$217K | ﹤0.01% | 2809 |
|
|
2024
Q1 | $1.06M | Sell |
57,294
-1,832
| -3% | -$34K | ﹤0.01% | 2780 |
|
|
2023
Q4 | $724K | Buy |
59,126
+2,378
| +4% | +$29.1K | ﹤0.01% | 2941 |
|
|
2023
Q3 | $410K | Hold |
56,748
| – | – | ﹤0.01% | 3114 |
|
|
2023
Q2 | $369K | Buy |
56,748
+3,508
| +7% | +$22.8K | ﹤0.01% | 3176 |
|
|
2023
Q1 | $740K | Hold |
53,240
| – | – | ﹤0.01% | 2829 |
|
|
2022
Q4 | $785K | Buy |
53,240
+871
| +2% | +$12.8K | ﹤0.01% | 2861 |
|
|
2022
Q3 | $358K | Buy |
52,369
+1,487
| +3% | +$10.2K | ﹤0.01% | 3084 |
|
|
2022
Q2 | $450K | Sell |
50,882
-1,811
| -3% | -$16K | ﹤0.01% | 3111 |
|
|
2022
Q1 | $853K | Buy |
52,693
+1,253
| +2% | +$20.3K | ﹤0.01% | 2911 |
|
|
2021
Q4 | $806K | Buy |
51,440
+2,063
| +4% | +$32.3K | ﹤0.01% | 2989 |
|
|
2021
Q3 | $920K | Sell |
49,377
-42,914
| -46% | -$800K | ﹤0.01% | 2903 |
|
|
2021
Q2 | $3.02M | Buy |
92,291
+12,465
| +16% | +$407K | ﹤0.01% | 2586 |
|
|
2021
Q1 | $2.9M | Buy |
79,826
+6,168
| +8% | +$224K | ﹤0.01% | 2544 |
|
|
2020
Q4 | $2.75M | Buy |
73,658
+2,593
| +4% | +$96.9K | ﹤0.01% | 2501 |
|
|
2020
Q3 | $2.75M | Buy |
71,065
+36,920
| +108% | +$1.43M | ﹤0.01% | 2379 |
|
|
2020
Q2 | $1.99M | Buy |
34,145
+10,899
| +47% | +$634K | ﹤0.01% | 2428 |
|
|
2020
Q1 | $611K | Hold |
23,246
| – | – | ﹤0.01% | 2643 |
|
|
2019
Q4 | $799K | Hold |
23,246
| – | – | ﹤0.01% | 2671 |
|
|
2019
Q3 | $497K | Buy |
23,246
+5,609
| +32% | +$120K | ﹤0.01% | 2805 |
|
|
2019
Q2 | $230K | Buy |
+17,637
| New | +$230K | ﹤0.01% | 3066 |
|