Mackenzie Financial’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
68,867
+9,505
| +16% | +$230K | ﹤0.01% | 860 |
|
|
2025
Q1 | $1.55M | Sell |
59,362
-44,941
| -43% | -$1.18M | ﹤0.01% | 854 |
|
|
2024
Q4 | $2.09M | Buy |
104,303
+41,222
| +65% | +$824K | ﹤0.01% | 758 |
|
|
2024
Q3 | $1.33M | Sell |
63,081
-500
| -0.8% | -$10.5K | ﹤0.01% | 806 |
|
|
2024
Q2 | $1.33M | Sell |
63,581
-806
| -1% | -$16.8K | ﹤0.01% | 807 |
|
|
2024
Q1 | $1.2M | Sell |
64,387
-17,294
| -21% | -$321K | ﹤0.01% | 839 |
|
|
2023
Q4 | $1,000K | Hold |
81,681
| – | – | ﹤0.01% | 868 |
|
|
2023
Q3 | $565K | Hold |
81,681
| – | – | ﹤0.01% | 974 |
|
|
2023
Q2 | $557K | Hold |
81,681
| – | – | ﹤0.01% | 986 |
|
|
2023
Q1 | $1.14M | Buy |
81,681
+2,600
| +3% | +$36.1K | ﹤0.01% | 834 |
|
|
2022
Q4 | $1.17M | Buy |
79,081
+3,209
| +4% | +$47.3K | ﹤0.01% | 755 |
|
|
2022
Q3 | $517K | Hold |
75,872
| – | – | ﹤0.01% | 922 |
|
|
2022
Q2 | $671K | Buy |
75,872
+251
| +0.3% | +$2.22K | ﹤0.01% | 907 |
|
|
2022
Q1 | $1.22M | Sell |
75,621
-623
| -0.8% | -$10.1K | ﹤0.01% | 864 |
|
|
2021
Q4 | $1.19M | Buy |
76,244
+130
| +0.2% | +$2.04K | ﹤0.01% | 873 |
|
|
2021
Q3 | $1.42M | Buy |
76,114
+13,515
| +22% | +$252K | ﹤0.01% | 823 |
|
|
2021
Q2 | $2.05M | Buy |
62,599
+26,094
| +71% | +$853K | ﹤0.01% | 718 |
|
|
2021
Q1 | $1.33M | Buy |
36,505
+8,800
| +32% | +$319K | ﹤0.01% | 769 |
|
|
2020
Q4 | $1.04M | Buy |
27,705
+13,900
| +101% | +$519K | ﹤0.01% | 710 |
|
|
2020
Q3 | $533K | Hold |
13,805
| – | – | ﹤0.01% | 774 |
|
|
2020
Q2 | $803K | Buy |
13,805
+1,700
| +14% | +$98.9K | ﹤0.01% | 707 |
|
|
2020
Q1 | $318K | Sell |
12,105
-6,510
| -35% | -$171K | ﹤0.01% | 888 |
|
|
2019
Q4 | $639K | Buy |
18,615
+6,510
| +54% | +$223K | ﹤0.01% | 816 |
|
|
2019
Q3 | $258K | Hold |
12,105
| – | – | ﹤0.01% | 916 |
|
|
2019
Q2 | $157K | Buy |
12,105
+330
| +3% | +$4.28K | ﹤0.01% | 1047 |
|
|
2019
Q1 | $88K | Buy |
+11,775
| New | +$88K | ﹤0.01% | 1214 |
|