Advantage Trust Company’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
5,350
+5,250
| +5,250% | +$362K | 0.18% | 42 |
|
|
2025
Q1 | $6.9K | Sell |
100
-1,497
| -94% | -$103K | ﹤0.01% | 140 |
|
|
2024
Q4 | $98.3K | Hold |
1,597
| – | – | 0.06% | 74 |
|
|
2024
Q3 | $99K | Hold |
1,597
| – | – | 0.07% | 70 |
|
|
2024
Q2 | $84.6K | Hold |
1,597
| – | – | 0.06% | 83 |
|
|
2024
Q1 | $85.2K | Hold |
1,597
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $83.4K | Buy |
+1,597
| New | +$83.4K | 0.07% | 81 |
|