CAPTRUST Financial Advisors’s EVI Industries EVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
143,255
-1,278
| -0.9% | -$27.9K | 0.01% | 783 |
|
|
2025
Q1 | $2.43M | Buy |
144,533
+19
| +0% | +$319 | 0.01% | 827 |
|
|
2024
Q4 | $2.36M | Buy |
144,514
+5,529
| +4% | +$90.4K | 0.01% | 819 |
|
|
2024
Q3 | $2.69M | Buy |
138,985
+1,472
| +1% | +$28.5K | 0.01% | 741 |
|
|
2024
Q2 | $2.6M | Sell |
137,513
-5,160
| -4% | -$97.6K | 0.01% | 701 |
|
|
2024
Q1 | $3.55M | Sell |
142,673
-1,462
| -1% | -$36.4K | 0.01% | 591 |
|
|
2023
Q4 | $3.42M | Sell |
144,135
-1,391
| -1% | -$33K | 0.01% | 691 |
|
|
2023
Q3 | $3.61M | Hold |
145,526
| – | – | 0.01% | 632 |
|
|
2023
Q2 | $3.2M | Hold |
145,526
| – | – | 0.01% | 652 |
|
|
2023
Q1 | $2.88M | Sell |
145,526
-900
| -0.6% | -$17.8K | 0.01% | 625 |
|
|
2022
Q4 | $3.5M | Sell |
146,426
-10,183
| -7% | -$243K | 0.02% | 540 |
|
|
2022
Q3 | $2.84M | Buy |
+156,609
| New | +$2.84M | 0.02% | 562 |
|