LPL Financial’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 |
-11,719
| Closed | -$457K | – | 5520 |
|
|
2025
Q1 | $457K | Sell |
11,719
-1,412
| -11% | -$55K | ﹤0.01% | 4179 |
|
|
2024
Q4 | $569K | Sell |
13,131
-595
| -4% | -$25.8K | ﹤0.01% | 3935 |
|
|
2024
Q3 | $535K | Hold |
13,726
| – | – | ﹤0.01% | 3878 |
|
|
2024
Q2 | $386K | Buy |
13,726
+7
| +0.1% | +$197 | ﹤0.01% | 4004 |
|
|
2024
Q1 | $410K | Buy |
13,719
+4,200
| +44% | +$125K | ﹤0.01% | 3885 |
|
|
2023
Q4 | $300K | Hold |
9,519
| – | – | ﹤0.01% | 4030 |
|
|
2023
Q3 | $255K | Sell |
9,519
-192
| -2% | -$5.15K | ﹤0.01% | 4007 |
|
|
2023
Q2 | $242K | Hold |
9,711
| – | – | ﹤0.01% | 3964 |
|
|
2023
Q1 | $326K | Hold |
9,711
| – | – | ﹤0.01% | 3652 |
|
|
2022
Q4 | $363K | Sell |
9,711
-1,600
| -14% | -$59.8K | ﹤0.01% | 3502 |
|
|
2022
Q3 | $415K | Hold |
11,311
| – | – | ﹤0.01% | 3300 |
|
|
2022
Q2 | $384K | Buy |
11,311
+200
| +2% | +$6.79K | ﹤0.01% | 3411 |
|
|
2022
Q1 | $422K | Buy |
11,111
+450
| +4% | +$17.1K | ﹤0.01% | 3314 |
|
|
2021
Q4 | $430K | Hold |
10,661
| – | – | ﹤0.01% | 3396 |
|
|
2021
Q3 | $408K | Buy |
10,661
+3,025
| +40% | +$116K | ﹤0.01% | 3393 |
|
|
2021
Q2 | $283K | Buy |
7,636
+742
| +11% | +$27.5K | ﹤0.01% | 3621 |
|
|
2021
Q1 | $234K | Buy |
+6,894
| New | +$234K | ﹤0.01% | 3632 |
|