Dimensional Fund 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 | $2.26M | Buy |
103,528
+4,359
| +4% | +$95.1K | ﹤0.01% | 2732 |
|
2025
Q1 | $1.66M | Buy |
99,169
+3,141
| +3% | +$52.7K | ﹤0.01% | 2765 |
|
2024
Q4 | $1.57M | Buy |
96,028
+1,480
| +2% | +$24.2K | ﹤0.01% | 2840 |
|
2024
Q3 | $1.83M | Buy |
94,548
+2,388
| +3% | +$46.2K | ﹤0.01% | 2797 |
|
2024
Q2 | $1.74M | Sell |
92,160
-2,440
| -3% | -$46.1K | ﹤0.01% | 2796 |
|
2024
Q1 | $2.36M | Hold |
94,600
| – | – | ﹤0.01% | 2755 |
|
2023
Q4 | $2.24M | Hold |
94,600
| – | – | ﹤0.01% | 2767 |
|
2023
Q3 | $2.35M | Buy |
94,600
+6,948
| +8% | +$172K | ﹤0.01% | 2728 |
|
2023
Q2 | $1.93M | Buy |
87,652
+10,202
| +13% | +$224K | ﹤0.01% | 2794 |
|
2023
Q1 | $1.53M | Buy |
77,450
+9,803
| +14% | +$194K | ﹤0.01% | 2807 |
|
2022
Q4 | $1.61K | Buy |
67,647
+4,583
| +7% | +$109 | ﹤0.01% | 2777 |
|
2022
Q3 | $1.14M | Buy |
63,064
+916
| +1% | +$16.6K | ﹤0.01% | 2852 |
|
2022
Q2 | $621K | Sell |
62,148
-1,349
| -2% | -$13.5K | ﹤0.01% | 3019 |
|
2022
Q1 | $1.18M | Sell |
63,497
-45
| -0.1% | -$836 | ﹤0.01% | 2954 |
|
2021
Q4 | $1.99M | Buy |
63,542
+2,217
| +4% | +$69.3K | ﹤0.01% | 2847 |
|
2021
Q3 | $1.52M | Buy |
61,325
+885
| +1% | +$22K | ﹤0.01% | 2929 |
|
2021
Q2 | $1.75M | Buy |
60,440
+619
| +1% | +$18K | ﹤0.01% | 2901 |
|
2021
Q1 | $1.68M | Buy |
59,821
+8,800
| +17% | +$247K | ﹤0.01% | 2896 |
|
2020
Q4 | $1.8M | Hold |
51,021
| – | – | ﹤0.01% | 2834 |
|
2020
Q3 | $1.32M | Hold |
51,021
| – | – | ﹤0.01% | 2857 |
|
2020
Q2 | $1.16M | Buy |
51,021
+723
| +1% | +$16.4K | ﹤0.01% | 2899 |
|
2020
Q1 | $814K | Hold |
50,298
| – | – | ﹤0.01% | 2961 |
|
2019
Q4 | $1.43M | Sell |
50,298
-477
| -0.9% | -$13.6K | ﹤0.01% | 2938 |
|
2019
Q3 | $1.62M | Hold |
50,775
| – | – | ﹤0.01% | 2910 |
|
2019
Q2 | $1.97M | Hold |
50,775
| – | – | ﹤0.01% | 2907 |
|
2019
Q1 | $1.89M | Hold |
50,775
| – | – | ﹤0.01% | 2906 |
|
2018
Q4 | $1.83M | Hold |
50,775
| – | – | ﹤0.01% | 2894 |
|
2018
Q3 | $1.98M | Buy |
50,775
+2,855
| +6% | +$111K | ﹤0.01% | 2933 |
|
2018
Q2 | $1.93M | Hold |
47,920
| – | – | ﹤0.01% | 2897 |
|
2018
Q1 | $1.88M | Hold |
47,920
| – | – | ﹤0.01% | 2875 |
|
2017
Q4 | $1.92M | Hold |
47,920
| – | – | ﹤0.01% | 2863 |
|
2017
Q3 | $1.33M | Hold |
47,920
| – | – | ﹤0.01% | 2941 |
|
2017
Q2 | $1.3M | Hold |
47,920
| – | – | ﹤0.01% | 2935 |
|
2017
Q1 | $908K | Hold |
47,920
| – | – | ﹤0.01% | 2994 |
|
2016
Q4 | $695K | Hold |
47,920
| – | – | ﹤0.01% | 3042 |
|
2016
Q3 | $391K | Hold |
47,920
| – | – | ﹤0.01% | 3101 |
|
2016
Q2 | $176K | Hold |
47,920
| – | – | ﹤0.01% | 3194 |
|
2016
Q1 | $150K | Hold |
47,920
| – | – | ﹤0.01% | 3204 |
|
2015
Q4 | $199K | Hold |
47,920
| – | – | ﹤0.01% | 3218 |
|
2015
Q3 | $190K | Hold |
47,920
| – | – | ﹤0.01% | 3245 |
|
2015
Q2 | $214K | Buy |
47,920
+1,463
| +3% | +$6.53K | ﹤0.01% | 3239 |
|
2015
Q1 | $138K | Hold |
46,457
| – | – | ﹤0.01% | 3259 |
|
2014
Q4 | $131K | Buy |
46,457
+2,064
| +5% | +$5.82K | ﹤0.01% | 3287 |
|
2014
Q3 | $112K | Hold |
44,393
| – | – | ﹤0.01% | 3322 |
|
2014
Q2 | $111K | Hold |
44,393
| – | – | ﹤0.01% | 3367 |
|
2014
Q1 | $146K | Buy |
44,393
+23,400
| +111% | +$77K | ﹤0.01% | 3342 |
|
2013
Q4 | $62K | Buy |
20,993
+19,693
| +1,515% | +$58.2K | ﹤0.01% | 3398 |
|
2013
Q3 | $3K | Hold |
1,300
| – | – | ﹤0.01% | 3559 |
|
2013
Q2 | $2K | Buy |
+1,300
| New | +$2K | ﹤0.01% | 3569 |
|