HBK Sorce Advisory’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,463
| Closed | -$564K | – | 644 |
|
|
2025
Q1 | $564K | Hold |
14,463
| – | – | 0.02% | 314 |
|
|
2024
Q4 | $626K | Sell |
14,463
-700
| -5% | -$29.6K | 0.02% | 294 |
|
|
2024
Q3 | $591K | Hold |
15,163
| – | – | 0.02% | 303 |
|
|
2024
Q2 | $426K | Hold |
15,163
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $453K | Hold |
15,163
| – | – | 0.02% | 357 |
|
|
2023
Q4 | $478K | Hold |
15,163
| – | – | 0.02% | 326 |
|
|
2023
Q3 | $406K | Hold |
15,163
| – | – | 0.02% | 348 |
|
|
2023
Q2 | $378K | Hold |
15,163
| – | – | 0.02% | 390 |
|
|
2023
Q1 | $509K | Sell |
15,163
-15,167
| -50% | -$575K | 0.02% | 316 |
|
|
2022
Q4 | $1.13M | Buy |
30,330
+15,197
| +100% | +$569K | 0.03% | 268 |
|
|
2022
Q3 | $555K | Buy |
15,133
+35
| +0.2% | +$1.28K | 0.04% | 253 |
|
|
2022
Q2 | $513K | Hold |
15,098
| – | – | 0.04% | 234 |
|
|
2022
Q1 | $574K | Sell |
15,098
-500
| -3% | -$20.2K | 0.03% | 283 |
|
|
2021
Q4 | $629K | Hold |
15,598
| – | – | 0.03% | 289 |
|
|
2021
Q3 | $597K | Sell |
15,598
-571
| -4% | -$22K | 0.03% | 292 |
|
|
2021
Q2 | $600K | Hold |
16,169
| – | – | 0.03% | 294 |
|
|
2021
Q1 | $548K | Hold |
16,169
| – | – | 0.03% | 283 |
|
|
2020
Q4 | $445K | Hold |
16,169
| – | – | 0.03% | 294 |
|
|
2020
Q3 | $360K | Hold |
16,169
| – | – | 0.03% | 320 |
|
|
2020
Q2 | $376K | Buy |
16,169
+200
| +1% | +$4.91K | 0.03% | 294 |
|
|
2020
Q1 | $388K | Buy |
15,969
+354
| +2% | +$12.5K | 0.04% | 250 |
|
|
2019
Q4 | $626K | Sell |
15,615
-900
| -5% | -$35K | 0.05% | 229 |
|
|
2019
Q3 | $618K | Sell |
16,515
-564
| -3% | -$20.1K | 0.06% | 223 |
|
|
2019
Q2 | $644K | Hold |
17,079
| – | – | 0.06% | 216 |
|
|
2019
Q1 | $609K | Hold |
17,079
| – | – | 0.06% | 222 |
|
|
2018
Q4 | $555K | Sell |
17,079
-545
| -3% | -$22.3K | 0.06% | 204 |
|
|
2018
Q3 | $827K | Hold |
17,624
| – | – | 0.09% | 152 |
|
|
2018
Q2 | $812K | Buy |
+17,624
| New | +$815K | 0.09% | 155 |
|
|
2018
Q1 | – | Sell |
-17,624
| Closed | -$738K | – | 412 |
|
|
2017
Q4 | $738K | Hold |
17,624
| – | – | 0.09% | 169 |
|
|
2017
Q3 | $761K | Sell |
17,624
-500
| -3% | -$20.7K | 0.11% | 124 |
|
|
2017
Q2 | $724K | Buy |
18,124
+176
| +1% | +$6.84K | 0.12% | 131 |
|
|
2017
Q1 | $689K | Buy |
+17,948
| New | +$677K | 0.12% | 129 |
|
Other funds holding EVBN
HBK Sorce Advisory's EVBN Position: Q2 2025 in Review
HBK Sorce Advisory sold out of Evans Bancorp Inc (EVBN) in Q2 2025, closing a stake of 14,463 shares — an estimated $564K sold.
HBK Sorce Advisory first reported a position in EVBN in Q1 2017 and held it in 32 quarters. The position peaked at $1.13M in Q4 2022. 1 fund tracked by Wall St. Rank holds EVBN as of Q2 2025.
- HBK Sorce Advisory reported no remaining Evans Bancorp Inc position as of Q2 2025 after selling out during the quarter.
- HBK Sorce Advisory sold 14,463 Evans Bancorp Inc shares in Q2 2025, an estimated $564K.
- HBK Sorce Advisory first reported a position in Evans Bancorp Inc in Q1 2017 and held it in 32 quarters.
- HBK Sorce Advisory's Evans Bancorp Inc position peaked at $1.13M in Q4 2022.
- 1 fund tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2025.
Based on HBK Sorce Advisory's 13F filing for Q2 2025, filed 4 Aug 2025.