Commonwealth Equity Services’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,868
| Closed | -$1.16M | – | 4383 |
|
|
2025
Q1 | $1.16M | Buy |
29,868
+326
| +1% | +$12.7K | ﹤0.01% | 2337 |
|
|
2024
Q4 | $1.28M | Buy |
29,542
+3,921
| +15% | +$170K | ﹤0.01% | 2217 |
|
|
2024
Q3 | $998K | Sell |
25,621
-9,857
| -28% | -$384K | ﹤0.01% | 2345 |
|
|
2024
Q2 | $997K | Sell |
35,478
-3,380
| -9% | -$95K | ﹤0.01% | 2286 |
|
|
2024
Q1 | $1.16M | Sell |
38,858
-179
| -0.5% | -$5.34K | ﹤0.01% | 2137 |
|
|
2023
Q4 | $1.23M | Buy |
39,037
+14,772
| +61% | +$466K | ﹤0.01% | 2024 |
|
|
2023
Q3 | $650K | Sell |
24,265
-300
| -1% | -$8.04K | ﹤0.01% | 2372 |
|
|
2023
Q2 | $612K | Sell |
24,565
-1,930
| -7% | -$48.1K | ﹤0.01% | 2453 |
|
|
2023
Q1 | $889 | Hold |
26,495
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q4 | $990K | Sell |
26,495
-1,770
| -6% | -$66.1K | ﹤0.01% | 1974 |
|
|
2022
Q3 | $1.04M | Hold |
28,265
| – | – | ﹤0.01% | 1868 |
|
|
2022
Q2 | $960K | Hold |
28,265
| – | – | ﹤0.01% | 1932 |
|
|
2022
Q1 | $1.07M | Hold |
28,265
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q4 | $1.14M | Buy |
28,265
+478
| +2% | +$19.3K | ﹤0.01% | 1894 |
|
|
2021
Q3 | $1.06M | Sell |
27,787
-6,000
| -18% | -$230K | ﹤0.01% | 1877 |
|
|
2021
Q2 | $1.25M | Sell |
33,787
-9,153
| -21% | -$339K | ﹤0.01% | 1756 |
|
|
2021
Q1 | $1.46M | Sell |
42,940
-14,847
| -26% | -$503K | ﹤0.01% | 1529 |
|
|
2020
Q4 | $1.59M | Sell |
57,787
-239
| -0.4% | -$6.58K | ﹤0.01% | 1354 |
|
|
2020
Q3 | $1.29M | Buy |
58,026
+5,000
| +9% | +$111K | ﹤0.01% | 1345 |
|
|
2020
Q2 | $1.23M | Buy |
53,026
+2,026
| +4% | +$47.1K | ﹤0.01% | 1289 |
|
|
2020
Q1 | $1.24M | Sell |
51,000
-11,097
| -18% | -$270K | 0.01% | 1149 |
|
|
2019
Q4 | $2.49M | Buy |
62,097
+28
| +0% | +$1.12K | 0.01% | 918 |
|
|
2019
Q3 | $2.32M | Sell |
62,069
-10,000
| -14% | -$374K | 0.01% | 903 |
|
|
2019
Q2 | $2.72M | Buy |
72,069
+30
| +0% | +$1.13K | 0.01% | 817 |
|
|
2019
Q1 | $2.57M | Hold |
72,039
| – | – | 0.01% | 810 |
|
|
2018
Q4 | $2.34M | Buy |
72,039
+19
| +0% | +$618 | 0.01% | 780 |
|
|
2018
Q3 | $3.38M | Buy |
+72,020
| New | +$3.38M | 0.02% | 672 |
|