HSA
EVBN
HBK Sorce Advisory’s Evans Bancorp Inc EVBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,463
| Closed | -$564K | – | 637 |
|
|
2025
Q1 | $564K | Hold |
14,463
| – | – | 0.02% | 312 |
|
|
2024
Q4 | $626K | Sell |
14,463
-700
| -5% | -$30.3K | 0.02% | 292 |
|
|
2024
Q3 | $591K | Hold |
15,163
| – | – | 0.02% | 302 |
|
|
2024
Q2 | $426K | Hold |
15,163
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $453K | Hold |
15,163
| – | – | 0.02% | 356 |
|
|
2023
Q4 | $478K | Hold |
15,163
| – | – | 0.02% | 324 |
|
|
2023
Q3 | $406K | Hold |
15,163
| – | – | 0.02% | 347 |
|
|
2023
Q2 | $378K | Hold |
15,163
| – | – | 0.02% | 387 |
|
|
2023
Q1 | $509K | Sell |
15,163
-15,167
| -50% | -$509K | 0.02% | 314 |
|
|
2022
Q4 | $1.13M | Buy |
30,330
+15,197
| +100% | +$568K | 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% | -$19K | 0.03% | 283 |
|
|
2021
Q4 | $629K | Hold |
15,598
| – | – | 0.03% | 289 |
|
|
2021
Q3 | $597K | Sell |
15,598
-571
| -4% | -$21.9K | 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% | +$4.65K | 0.03% | 294 |
|
|
2020
Q1 | $388K | Buy |
15,969
+354
| +2% | +$8.6K | 0.04% | 250 |
|
|
2019
Q4 | $626K | Sell |
15,615
-900
| -5% | -$36.1K | 0.05% | 229 |
|
|
2019
Q3 | $618K | Sell |
16,515
-564
| -3% | -$21.1K | 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% | -$17.7K | 0.06% | 204 |
|
|
2018
Q3 | $827K | Hold |
17,624
| – | – | 0.09% | 152 |
|
|
2018
Q2 | $812K | Buy |
+17,624
| New | +$812K | 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% | -$21.6K | 0.11% | 124 |
|
|
2017
Q2 | $724K | Buy |
18,124
+176
| +1% | +$7.03K | 0.12% | 131 |
|
|
2017
Q1 | $689K | Buy |
+17,948
| New | +$689K | 0.12% | 72 |
|