Osaic Holdings’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9K | Buy |
710
+192
| +37% | +$3.63K | ﹤0.01% | 6235 |
|
|
2025
Q4 | $14K | Sell |
518
-750
| -59% | -$18.2K | ﹤0.01% | 6118 |
|
|
2025
Q3 | $29.5K | Buy |
1,268
+785
| +163% | +$19K | ﹤0.01% | 5662 |
|
|
2025
Q2 | $11.7K | Buy |
483
+465
| +2,583% | +$11K | ﹤0.01% | 6054 |
|
|
2025
Q1 | $471 | Sell |
18
-533
| -97% | -$12.2K | ﹤0.01% | 7002 |
|
|
2024
Q4 | $11K | Sell |
551
-2
| -0.4% | -$38 | ﹤0.01% | 5729 |
|
|
2024
Q3 | $11.7K | Buy |
553
+413
| +295% | +$9.44K | ﹤0.01% | 5725 |
|
|
2024
Q2 | $2.92K | Sell |
140
-46,427
| -100% | -$982K | ﹤0.01% | 6448 |
|
|
2024
Q1 | $864K | Buy |
46,567
+43,509
| +1,423% | +$639K | ﹤0.01% | 2483 |
|
|
2023
Q4 | $37.4K | Sell |
3,058
-8,686
| -74% | -$78.9K | ﹤0.01% | 5086 |
|
|
2023
Q3 | $84.9K | Buy |
11,744
+5,171
| +79% | +$33.7K | ﹤0.01% | 4622 |
|
|
2023
Q2 | $42.7K | Buy |
6,573
+1,735
| +36% | +$14.6K | ﹤0.01% | 5040 |
|
|
2023
Q1 | $67.2K | Sell |
4,838
-4,494
| -48% | -$67.1K | ﹤0.01% | 4758 |
|
|
2022
Q4 | $138K | Buy |
9,332
+3,464
| +59% | +$32.5K | ﹤0.01% | 4164 |
|
|
2022
Q3 | $40K | Buy |
5,868
+821
| +16% | +$7.69K | ﹤0.01% | 5060 |
|
|
2022
Q2 | $45K | Buy |
5,047
+2,055
| +69% | +$23.5K | ﹤0.01% | 5036 |
|
|
2022
Q1 | $48K | Buy |
2,992
+2,392
| +399% | +$36.2K | ﹤0.01% | 5124 |
|
|
2021
Q4 | $10K | Buy |
600
+400
| +200% | +$6.1K | ﹤0.01% | 6236 |
|
|
2021
Q3 | $4K | Sell |
200
-116
| -37% | -$2.78K | ﹤0.01% | 6621 |
|
|
2021
Q2 | $11K | Sell |
316
-85
| -21% | -$2.83K | ﹤0.01% | 5995 |
|
|
2021
Q1 | $14K | Sell |
401
-19
| -5% | -$809 | ﹤0.01% | 5695 |
|
|
2020
Q4 | $15K | Sell |
420
-584
| -58% | -$22.1K | ﹤0.01% | 5324 |
|
|
2020
Q3 | $38K | Buy |
1,004
+161
| +19% | +$7.25K | ﹤0.01% | 4504 |
|
|
2020
Q2 | $49K | Buy |
+843
| New | +$39.6K | ﹤0.01% | 4197 |
|
Other funds holding EVER
VCM
VPM
