Creative Planning’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
10,526
+2,576
| +32% | +$62.3K | ﹤0.01% | 3030 |
|
|
2025
Q1 | $208K | Buy |
7,950
+7,869
| +9,715% | +$206K | ﹤0.01% | 3027 |
|
|
2024
Q4 | $1.62K | Buy |
+81
| New | +$1.62K | ﹤0.01% | 3459 |
|
|
2022
Q3 | – | Sell |
-14,983
| Closed | -$132K | – | 2259 |
|
|
2022
Q2 | $132K | Buy |
+14,983
| New | +$132K | ﹤0.01% | 1929 |
|