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