Petrus Trust Company’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 |
-8,598
| Closed | -$225K | – | 581 |
|
2025
Q1 | $225K | Sell |
8,598
-19,965
| -70% | -$523K | 0.02% | 501 |
|
2024
Q4 | $571K | Sell |
28,563
-690
| -2% | -$13.8K | 0.06% | 170 |
|
2024
Q3 | $617K | Sell |
29,253
-12,933
| -31% | -$273K | 0.06% | 140 |
|
2024
Q2 | $880K | Buy |
+42,186
| New | +$880K | 0.08% | 55 |
|
2023
Q3 | – | Sell |
-13,463
| Closed | -$87.5K | – | 622 |
|
2023
Q2 | $87.5K | Buy |
+13,463
| New | +$87.5K | 0.01% | 560 |
|