Concourse Financial Group Securities’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,485
| Closed | -$209K | – | 2559 |
|
|
2024
Q4 | $209K | Buy |
11,485
+11,365
| +9,471% | +$207K | 0.01% | 713 |
|
|
2024
Q3 | $2.53K | Sell |
120
-174
| -59% | -$3.67K | ﹤0.01% | 1963 |
|
|
2024
Q2 | $6.13K | Sell |
294
-197
| -40% | -$4.11K | ﹤0.01% | 1819 |
|
|
2024
Q1 | $9.11K | Sell |
491
-172
| -26% | -$3.19K | ﹤0.01% | 1735 |
|
|
2023
Q4 | $8.12K | Sell |
663
-617
| -48% | -$7.55K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $9.25K | Buy |
1,280
+408
| +47% | +$2.95K | ﹤0.01% | 1666 |
|
|
2023
Q2 | $5.67K | Buy |
872
+392
| +82% | +$2.55K | ﹤0.01% | 1806 |
|
|
2023
Q1 | $6.67K | Sell |
480
-580
| -55% | -$8.06K | ﹤0.01% | 1786 |
|
|
2022
Q4 | $15.6K | Buy |
1,060
+386
| +57% | +$5.69K | ﹤0.01% | 1536 |
|
|
2022
Q3 | $5K | Buy |
674
+203
| +43% | +$1.51K | ﹤0.01% | 1634 |
|
|
2022
Q2 | $4K | Hold |
471
| – | – | ﹤0.01% | 1893 |
|
|
2022
Q1 | $8K | Buy |
+471
| New | +$8K | ﹤0.01% | 1742 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3829 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3773 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3667 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3591 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3514 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3359 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3262 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3290 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3234 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2951 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3274 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3257 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3138 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2723 |
|