Allworth Financial’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $170K | Sell |
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|
2024
Q1 | $194K | Sell |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $114K | Buy |
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|
2022
Q4 | $111K | Sell |
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|
2022
Q3 | $111K | Buy |
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|
2022
Q2 | $108K | Hold |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $113K | Buy |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $99K | Sell |
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|
2021
Q1 | $103K | Buy |
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|
2020
Q4 | $91K | Sell |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $120K | Buy |
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|
2020
Q1 | $105K | Buy |
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|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $109K | Hold |
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|
2019
Q2 | $99K | Hold |
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|
2019
Q1 | $95K | Sell |
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|
2018
Q4 | $123K | Hold |
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|
2018
Q3 | $119K | Sell |
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|
2018
Q2 | $131K | Buy |
|