Morgan Stanley’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 |
-53,410
| Closed | -$2.08M | – | 8340 |
|
|
2025
Q1 | $2.08M | Buy |
53,410
+437
| +0.8% | +$17K | ﹤0.01% | 4578 |
|
|
2024
Q4 | $2.29M | Buy |
52,973
+25,463
| +93% | +$1.1M | ﹤0.01% | 4604 |
|
|
2024
Q3 | $1.07M | Sell |
27,510
-11,824
| -30% | -$461K | ﹤0.01% | 5006 |
|
|
2024
Q2 | $1.11M | Sell |
39,334
-25,172
| -39% | -$708K | ﹤0.01% | 4894 |
|
|
2024
Q1 | $1.93M | Sell |
64,506
-73,414
| -53% | -$2.19M | ﹤0.01% | 4612 |
|
|
2023
Q4 | $4.35M | Buy |
137,920
+52,067
| +61% | +$1.64M | ﹤0.01% | 4455 |
|
|
2023
Q3 | $2.3M | Buy |
85,853
+10,571
| +14% | +$283K | ﹤0.01% | 4297 |
|
|
2023
Q2 | $1.88M | Buy |
75,282
+47,126
| +167% | +$1.17M | ﹤0.01% | 4465 |
|
|
2023
Q1 | $945K | Buy |
28,156
+7,045
| +33% | +$236K | ﹤0.01% | 4895 |
|
|
2022
Q4 | $789K | Buy |
21,111
+4,425
| +27% | +$165K | ﹤0.01% | 4998 |
|
|
2022
Q3 | $611K | Buy |
16,686
+225
| +1% | +$8.24K | ﹤0.01% | 5166 |
|
|
2022
Q2 | $560K | Buy |
16,461
+138
| +0.8% | +$4.7K | ﹤0.01% | 5358 |
|
|
2022
Q1 | $620K | Buy |
16,323
+297
| +2% | +$11.3K | ﹤0.01% | 5281 |
|
|
2021
Q4 | $646K | Buy |
16,026
+3,906
| +32% | +$157K | ﹤0.01% | 5394 |
|
|
2021
Q3 | $464K | Sell |
12,120
-2,270
| -16% | -$86.9K | ﹤0.01% | 5546 |
|
|
2021
Q2 | $534K | Sell |
14,390
-6,475
| -31% | -$240K | ﹤0.01% | 5484 |
|
|
2021
Q1 | $707K | Sell |
20,865
-4,212
| -17% | -$143K | ﹤0.01% | 4948 |
|
|
2020
Q4 | $691K | Buy |
25,077
+3,335
| +15% | +$91.9K | ﹤0.01% | 4876 |
|
|
2020
Q3 | $483K | Buy |
21,742
+307
| +1% | +$6.82K | ﹤0.01% | 4665 |
|
|
2020
Q2 | $498K | Buy |
21,435
+12,308
| +135% | +$286K | ﹤0.01% | 4598 |
|
|
2020
Q1 | $222K | Sell |
9,127
-6,023
| -40% | -$147K | ﹤0.01% | 4820 |
|
|
2019
Q4 | $607K | Buy |
15,150
+6,752
| +80% | +$271K | ﹤0.01% | 4824 |
|
|
2019
Q3 | $314K | Buy |
8,398
+6,615
| +371% | +$247K | ﹤0.01% | 4909 |
|
|
2019
Q2 | $67K | Sell |
1,783
-560
| -24% | -$21K | ﹤0.01% | 5495 |
|
|
2019
Q1 | $84K | Sell |
2,343
-6,977
| -75% | -$250K | ﹤0.01% | 5471 |
|
|
2018
Q4 | $303K | Sell |
9,320
-1,153
| -11% | -$37.5K | ﹤0.01% | 5092 |
|
|
2018
Q3 | $491K | Sell |
10,473
-2,706
| -21% | -$127K | ﹤0.01% | 5016 |
|
|
2018
Q2 | $608K | Buy |
13,179
+1,659
| +14% | +$76.5K | ﹤0.01% | 4961 |
|
|
2018
Q1 | $522K | Buy |
11,520
+210
| +2% | +$9.52K | ﹤0.01% | 4976 |
|
|
2017
Q4 | $474K | Buy |
11,310
+3,199
| +39% | +$134K | ﹤0.01% | 5004 |
|
|
2017
Q3 | $350K | Buy |
8,111
+967
| +14% | +$41.7K | ﹤0.01% | 5081 |
|
|
2017
Q2 | $285K | Sell |
7,144
-3
| -0% | -$120 | ﹤0.01% | 5139 |
|
|
2017
Q1 | $274K | Buy |
7,147
+3,122
| +78% | +$120K | ﹤0.01% | 5165 |
|
|
2016
Q4 | $127K | Buy |
4,025
+1,600
| +66% | +$50.5K | ﹤0.01% | 5501 |
|
|
2016
Q3 | $66K | Hold |
2,425
| – | – | ﹤0.01% | 5479 |
|
|
2016
Q2 | $60K | Sell |
2,425
-409
| -14% | -$10.1K | ﹤0.01% | 5465 |
|
|
2016
Q1 | $69K | Hold |
2,834
| – | – | ﹤0.01% | 5483 |
|
|
2015
Q4 | $73K | Buy |
2,834
+885
| +45% | +$22.8K | ﹤0.01% | 5564 |
|
|
2015
Q3 | $48K | Hold |
1,949
| – | – | ﹤0.01% | 5746 |
|
|
2015
Q2 | $47K | Buy |
1,949
+1,519
| +353% | +$36.6K | ﹤0.01% | 5875 |
|
|
2015
Q1 | $11K | Hold |
430
| – | – | ﹤0.01% | 6204 |
|
|
2014
Q4 | $10K | Hold |
430
| – | – | ﹤0.01% | 6221 |
|
|
2014
Q3 | $10K | Hold |
430
| – | – | ﹤0.01% | 6198 |
|
|
2014
Q2 | $10K | Hold |
430
| – | – | ﹤0.01% | 6191 |
|
|
2014
Q1 | $10K | Hold |
430
| – | – | ﹤0.01% | 6131 |
|
|
2013
Q4 | $9K | Buy |
+430
| New | +$9K | ﹤0.01% | 6064 |
|