Arax Advisory Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $454K | Sell |
5,541
-518
| -9% | -$40.9K | 0.01% | 687 |
|
|
2025
Q4 | $439K | Sell |
6,059
-4,164
| -41% | -$316K | 0.01% | 649 |
|
|
2025
Q3 | $777K | Buy |
10,223
+8,257
| +420% | +$588K | 0.01% | 735 |
|
|
2025
Q2 | $136K | Buy |
1,966
+26
| +1% | +$1.75K | 0.01% | 809 |
|
|
2025
Q1 | $134K | Sell |
1,940
-1,387
| -42% | -$90.8K | 0.01% | 638 |
|
|
2024
Q4 | $205K | Buy |
3,327
+24
| +0.7% | +$1.48K | 0.01% | 477 |
|
|
2024
Q3 | $205K | Buy |
3,303
+30
| +0.9% | +$1.75K | 0.02% | 341 |
|
|
2024
Q2 | $173K | Buy |
3,273
+1,062
| +48% | +$56.5K | 0.02% | 358 |
|
|
2024
Q1 | $118K | Buy |
2,211
+27
| +1% | +$1.38K | 0.01% | 364 |
|
|
2023
Q4 | $114K | Sell |
2,184
-594
| -21% | -$29.9K | 0.01% | 355 |
|
|
2023
Q3 | $141K | Buy |
2,778
+31
| +1% | +$1.76K | 0.02% | 301 |
|
|
2023
Q2 | $160K | Buy |
2,747
+28
| +1% | +$1.69K | 0.02% | 276 |
|
|
2023
Q1 | $166K | Buy |
2,719
+29
| +1% | +$1.76K | 0.02% | 265 |
|
|
2022
Q4 | $169K | Buy |
2,690
+26
| +1% | +$1.56K | 0.02% | 250 |
|
|
2022
Q3 | $158K | Hold |
2,664
| – | – | 0.02% | 235 |
|
|
2022
Q2 | $174K | Hold |
2,664
| – | – | 0.03% | 231 |
|
|
2022
Q1 | $182K | Hold |
2,664
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $183K | Hold |
2,664
| – | – | 0.02% | 251 |
|
|
2021
Q3 | $166K | Hold |
2,664
| – | – | 0.02% | 250 |
|
|
2021
Q2 | $161K | Buy |
+2,664
| New | +$167K | 0.02% | 257 |
|
|
2020
Q4 | $148K | Sell |
2,664
-362
| -12% | -$19.9K | 0.02% | 240 |
|
|
2020
Q3 | $154K | Hold |
3,026
| – | – | 0.03% | 217 |
|
|
2020
Q2 | $179K | Hold |
3,026
| – | – | 0.03% | 179 |
|
|
2020
Q1 | $167K | Sell |
3,026
-121
| -4% | -$7.95K | 0.04% | 171 |
|
|
2019
Q4 | $205K | Buy |
3,147
+1
| +0% | +$64 | 0.06% | 152 |
|
|
2019
Q3 | $209K | Buy |
3,146
+1
| +0% | +$63 | 0.06% | 143 |
|
|
2019
Q2 | $189K | Buy |
+3,145
| New | +$184K | 0.06% | 149 |
|
|
2018
Q4 | $178K | Buy |
3,143
+1
| +0% | +$58 | 0.07% | 135 |
|
|
2018
Q3 | $173K | Buy |
+3,142
| New | +$178K | 0.07% | 129 |
|
Other funds holding EVRG
VCM
VPM
