Creative Planning’s Everi Holdings EVRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
69,953
+1,404
| +2% | +$20K | ﹤0.01% | 1842 |
|
|
2025
Q1 | $937K | Sell |
68,549
-2,783
| -4% | -$38K | ﹤0.01% | 1766 |
|
|
2024
Q4 | $964K | Sell |
71,332
-1,437
| -2% | -$19.4K | ﹤0.01% | 1666 |
|
|
2024
Q3 | $956K | Buy |
72,769
+7,728
| +12% | +$102K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $546K | Buy |
65,041
+54,687
| +528% | +$459K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $104K | Buy |
+10,354
| New | +$104K | ﹤0.01% | 2690 |
|
|
2021
Q4 | – | Sell |
-8,587
| Closed | -$208K | – | 2108 |
|
|
2021
Q3 | $208K | Buy |
+8,587
| New | +$208K | ﹤0.01% | 1835 |
|
|
2020
Q4 | – | Sell |
-20,527
| Closed | -$169K | – | 2138 |
|
|
2020
Q3 | $169K | Hold |
20,527
| – | – | ﹤0.01% | 1692 |
|
|
2020
Q2 | $106K | Sell |
20,527
-7,868
| -28% | -$40.6K | ﹤0.01% | 1629 |
|
|
2020
Q1 | $94K | Sell |
28,395
-22,101
| -44% | -$73.2K | ﹤0.01% | 1524 |
|
|
2019
Q4 | $678K | Buy |
50,496
+27,366
| +118% | +$367K | ﹤0.01% | 953 |
|
|
2019
Q3 | $196K | Sell |
23,130
-2,800
| -11% | -$23.7K | ﹤0.01% | 1607 |
|
|
2019
Q2 | $309K | Hold |
25,930
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q1 | $273K | Hold |
25,930
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q4 | $134K | Sell |
25,930
-2,000
| -7% | -$10.3K | ﹤0.01% | 1575 |
|
|
2018
Q3 | $256K | Buy |
27,930
+700
| +3% | +$6.42K | ﹤0.01% | 1498 |
|
|
2018
Q2 | $196K | Buy |
27,230
+1,900
| +8% | +$13.7K | ﹤0.01% | 1634 |
|
|
2018
Q1 | $166K | Buy |
+25,330
| New | +$166K | ﹤0.01% | 1643 |
|
|
2017
Q3 | – | Sell |
-6,750
| Closed | -$49K | – | 2391 |
|
|
2017
Q2 | $49K | Hold |
6,750
| – | – | ﹤0.01% | 2506 |
|
|
2017
Q1 | $32K | Sell |
6,750
-950
| -12% | -$4.5K | ﹤0.01% | 2763 |
|
|
2016
Q4 | $17K | Sell |
7,700
-1,550
| -17% | -$3.42K | ﹤0.01% | 3132 |
|
|
2016
Q3 | $23K | Buy |
9,250
+4,750
| +106% | +$11.8K | ﹤0.01% | 2932 |
|
|
2016
Q2 | $5K | Buy |
4,500
+2,000
| +80% | +$2.22K | ﹤0.01% | 3564 |
|
|
2016
Q1 | $6K | Sell |
2,500
-4,400
| -64% | -$10.6K | ﹤0.01% | 3436 |
|
|
2015
Q4 | $30K | Buy |
6,900
+4,900
| +245% | +$21.3K | ﹤0.01% | 2496 |
|
|
2015
Q3 | $10K | Buy |
+2,000
| New | +$10K | ﹤0.01% | 3162 |
|
|
2014
Q3 | – | Sell |
-1,615
| Closed | -$14K | – | 3887 |
|
|
2014
Q2 | $14K | Buy |
+1,615
| New | +$14K | ﹤0.01% | 2652 |
|