Ameritas Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
4,534
+652
| +17% | +$44.9K | 0.02% | 621 |
|
|
2025
Q1 | $257K | Buy |
3,882
+419
| +12% | +$27.7K | 0.01% | 738 |
|
|
2024
Q4 | $213K | Sell |
3,463
-89
| -3% | -$5.48K | 0.01% | 817 |
|
|
2024
Q3 | $220K | Buy |
+3,552
| New | +$220K | 0.01% | 784 |
|
|
2023
Q2 | – | Sell |
-2,751
| Closed | -$172K | – | 1151 |
|
|
2023
Q1 | $172K | Buy |
+2,751
| New | +$172K | 0.01% | 809 |
|
|
2022
Q3 | – | Sell |
-3,070
| Closed | -$200K | – | 776 |
|
|
2022
Q2 | $200K | Sell |
3,070
-245
| -7% | -$16K | 0.01% | 754 |
|
|
2022
Q1 | $227K | Buy |
3,315
+354
| +12% | +$24.2K | 0.01% | 755 |
|
|
2021
Q4 | $203K | Buy |
+2,961
| New | +$203K | 0.01% | 778 |
|