Moody National Bank Trust Division’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,679
| Closed | -$489K | – | 498 |
|
|
2025
Q1 | $489K | Sell |
18,679
-18,465
| -50% | -$484K | 0.05% | 344 |
|
|
2024
Q4 | $743K | Sell |
37,144
-6,352
| -15% | -$127K | 0.08% | 289 |
|
|
2024
Q3 | $917K | Sell |
43,496
-4,100
| -9% | -$86.5K | 0.1% | 244 |
|
|
2024
Q2 | $993K | Sell |
47,596
-9,603
| -17% | -$200K | 0.08% | 195 |
|
|
2024
Q1 | $1.06M | Sell |
57,199
-7,984
| -12% | -$148K | 0.08% | 186 |
|
|
2023
Q4 | $798K | Hold |
65,183
| – | – | 0.06% | 243 |
|
|
2023
Q3 | $471K | Buy |
65,183
+20,833
| +47% | +$151K | 0.03% | 396 |
|
|
2023
Q2 | $288K | Hold |
44,350
| – | – | 0.02% | 521 |
|
|
2023
Q1 | $616K | Buy |
44,350
+9,100
| +26% | +$126K | 0.05% | 313 |
|
|
2022
Q4 | $520K | Hold |
35,250
| – | – | 0.05% | 334 |
|
|
2022
Q3 | $240K | Buy |
35,250
+12,200
| +53% | +$83.1K | 0.02% | 528 |
|
|
2022
Q2 | $204K | Buy |
+23,050
| New | +$204K | 0.02% | 495 |
|