AE Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
6,715
+522
| +8% | +$36K | ﹤0.01% | 949 |
|
|
2025
Q1 | $427K | Buy |
6,193
+129
| +2% | +$8.9K | ﹤0.01% | 966 |
|
|
2024
Q4 | $373K | Buy |
6,064
+672
| +12% | +$41.4K | ﹤0.01% | 1010 |
|
|
2024
Q3 | $334K | Sell |
5,392
-21,445
| -80% | -$1.33M | ﹤0.01% | 991 |
|
|
2024
Q2 | $1.42M | Buy |
26,837
+19,253
| +254% | +$1.02M | 0.01% | 615 |
|
|
2024
Q1 | $405K | Sell |
7,584
-29,905
| -80% | -$1.6M | ﹤0.01% | 877 |
|
|
2023
Q4 | $1.87M | Buy |
37,489
+4,160
| +12% | +$207K | 0.01% | 927 |
|
|
2023
Q3 | $1.69M | Sell |
33,329
-627
| -2% | -$31.8K | 0.01% | 907 |
|
|
2023
Q2 | $1.98M | Buy |
33,956
+398
| +1% | +$23.3K | 0.01% | 852 |
|
|
2023
Q1 | $2.05M | Buy |
33,558
+1,676
| +5% | +$102K | 0.01% | 785 |
|
|
2022
Q4 | $2.01M | Buy |
31,882
+1,748
| +6% | +$110K | 0.01% | 745 |
|
|
2022
Q3 | $1.79M | Buy |
30,134
+812
| +3% | +$48.2K | 0.01% | 734 |
|
|
2022
Q2 | $1.91M | Sell |
29,322
-47
| -0.2% | -$3.07K | 0.02% | 683 |
|
|
2022
Q1 | $2.01M | Buy |
29,369
+1,906
| +7% | +$130K | 0.01% | 702 |
|
|
2021
Q4 | $1.88M | Buy |
27,463
+3,228
| +13% | +$221K | 0.01% | 714 |
|
|
2021
Q3 | $1.51M | Buy |
24,235
+15,328
| +172% | +$953K | 0.01% | 739 |
|
|
2021
Q2 | $538K | Buy |
8,907
+1,254
| +16% | +$75.7K | ﹤0.01% | 1116 |
|
|
2021
Q1 | $456K | Sell |
7,653
-1,405
| -16% | -$83.7K | ﹤0.01% | 1063 |
|
|
2020
Q4 | $503K | Buy |
9,058
+634
| +8% | +$35.2K | 0.01% | 957 |
|
|
2020
Q3 | $428K | Buy |
8,424
+1,127
| +15% | +$57.3K | 0.01% | 931 |
|
|
2020
Q2 | $433K | Buy |
7,297
+1,068
| +17% | +$63.4K | 0.01% | 920 |
|
|
2020
Q1 | $343K | Sell |
6,229
-223
| -3% | -$12.3K | 0.01% | 836 |
|
|
2019
Q4 | $420K | Buy |
6,452
+458
| +8% | +$29.8K | 0.01% | 789 |
|
|
2019
Q3 | $399K | Buy |
5,994
+922
| +18% | +$61.4K | 0.01% | 680 |
|
|
2019
Q2 | $305K | Buy |
5,072
+968
| +24% | +$58.2K | 0.01% | 747 |
|
|
2019
Q1 | $238K | Buy |
4,104
+41
| +1% | +$2.38K | 0.02% | 546 |
|
|
2018
Q4 | $231K | Sell |
4,063
-44
| -1% | -$2.5K | 0.04% | 408 |
|
|
2018
Q3 | $226K | Buy |
+4,107
| New | +$226K | 0.01% | 528 |
|