Creative Planning’s Everi Holdings EVRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-69,953
| Closed | -$996K | – | 3945 |
|
|
2025
Q2 | $996K | Buy |
69,953
+1,404
| +2% | +$19.6K | ﹤0.01% | 1847 |
|
|
2025
Q1 | $937K | Sell |
68,549
-2,783
| -4% | -$38K | ﹤0.01% | 1770 |
|
|
2024
Q4 | $964K | Sell |
71,332
-1,437
| -2% | -$19.2K | ﹤0.01% | 1670 |
|
|
2024
Q3 | $956K | Buy |
72,769
+7,728
| +12% | +$91.1K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $546K | Buy |
65,041
+54,687
| +528% | +$447K | ﹤0.01% | 1873 |
|
|
2024
Q1 | $104K | Buy |
+10,354
| New | +$107K | ﹤0.01% | 2702 |
|
|
2021
Q4 | – | Sell |
-8,587
| Closed | -$208K | – | 2127 |
|
|
2021
Q3 | $208K | Buy |
+8,587
| New | +$196K | ﹤0.01% | 1838 |
|
|
2020
Q4 | – | Sell |
-20,527
| Closed | -$169K | – | 2385 |
|
|
2020
Q3 | $169K | Hold |
20,527
| – | – | ﹤0.01% | 1721 |
|
|
2020
Q2 | $106K | Sell |
20,527
-7,868
| -28% | -$40K | ﹤0.01% | 1652 |
|
|
2020
Q1 | $94K | Sell |
28,395
-22,101
| -44% | -$225K | ﹤0.01% | 1544 |
|
|
2019
Q4 | $678K | Buy |
50,496
+27,366
| +118% | +$312K | ﹤0.01% | 959 |
|
|
2019
Q3 | $196K | Sell |
23,130
-2,800
| -11% | -$28.7K | ﹤0.01% | 1616 |
|
|
2019
Q2 | $309K | Hold |
25,930
| – | – | ﹤0.01% | 1346 |
|
|
2019
Q1 | $273K | Hold |
25,930
| – | – | ﹤0.01% | 1381 |
|
|
2018
Q4 | $134K | Sell |
25,930
-2,000
| -7% | -$13.6K | ﹤0.01% | 1583 |
|
|
2018
Q3 | $256K | Buy |
27,930
+700
| +3% | +$5.74K | ﹤0.01% | 1510 |
|
|
2018
Q2 | $196K | Buy |
27,230
+1,900
| +8% | +$13.6K | ﹤0.01% | 1649 |
|
|
2018
Q1 | $166K | Buy |
+25,330
| New | +$188K | ﹤0.01% | 1657 |
|
|
2017
Q3 | – | Sell |
-6,750
| Closed | -$49K | – | 2447 |
|
|
2017
Q2 | $49K | Hold |
6,750
| – | – | ﹤0.01% | 2523 |
|
|
2017
Q1 | $32K | Sell |
6,750
-950
| -12% | -$3.1K | ﹤0.01% | 2789 |
|
|
2016
Q4 | $17K | Sell |
7,700
-1,550
| -17% | -$3.6K | ﹤0.01% | 3171 |
|
|
2016
Q3 | $23K | Buy |
9,250
+4,750
| +106% | +$9.44K | ﹤0.01% | 2961 |
|
|
2016
Q2 | $5K | Buy |
4,500
+2,000
| +80% | +$3.33K | ﹤0.01% | 3634 |
|
|
2016
Q1 | $6K | Sell |
2,500
-4,400
| -64% | -$13.2K | ﹤0.01% | 3487 |
|
|
2015
Q4 | $30K | Buy |
6,900
+4,900
| +245% | +$20.9K | ﹤0.01% | 2523 |
|
|
2015
Q3 | $10K | Buy |
+2,000
| New | +$11.5K | ﹤0.01% | 3194 |
|
|
2014
Q3 | – | Sell |
-1,615
| Closed | -$14K | – | 4039 |
|
|
2014
Q2 | $14K | Buy |
+1,615
| New | +$12.8K | ﹤0.01% | 2698 |
|
Other funds holding EVRI
Creative Planning's EVRI Position: Q3 2025 in Review
Creative Planning sold out of Everi Holdings (EVRI) in Q3 2025, closing a stake of 69,953 shares — an estimated $996K sold.
Creative Planning first reported a position in EVRI in Q2 2014 and held it in 27 quarters. The position peaked at $996K in Q2 2025. 2 funds tracked by Wall St. Rank hold EVRI as of Q3 2025.
- Creative Planning reported no remaining Everi Holdings position as of Q3 2025 after selling out during the quarter.
- Creative Planning sold 69,953 Everi Holdings shares in Q3 2025, an estimated $996K.
- Creative Planning first reported a position in Everi Holdings in Q2 2014 and held it in 27 quarters.
- Creative Planning's Everi Holdings position peaked at $996K in Q2 2025.
- 2 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2025.
Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.