AssetMark Inc’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
37,048
+15,296
| +70% | +$1.05M | 0.01% | 717 |
|
|
2025
Q1 | $1.5M | Buy |
21,752
+1,277
| +6% | +$88K | ﹤0.01% | 790 |
|
|
2024
Q4 | $1.26M | Buy |
20,475
+634
| +3% | +$39K | ﹤0.01% | 804 |
|
|
2024
Q3 | $1.23M | Buy |
19,841
+4
| +0% | +$248 | ﹤0.01% | 749 |
|
|
2024
Q2 | $1.05M | Buy |
19,837
+962
| +5% | +$51K | ﹤0.01% | 751 |
|
|
2024
Q1 | $1.01M | Sell |
18,875
-676
| -3% | -$36.1K | ﹤0.01% | 730 |
|
|
2023
Q4 | $1.02M | Buy |
19,551
+2,676
| +16% | +$140K | ﹤0.01% | 675 |
|
|
2023
Q3 | $856K | Buy |
16,875
+3,109
| +23% | +$158K | ﹤0.01% | 646 |
|
|
2023
Q2 | $804K | Buy |
13,766
+433
| +3% | +$25.3K | ﹤0.01% | 647 |
|
|
2023
Q1 | $815K | Buy |
13,333
+603
| +5% | +$36.9K | ﹤0.01% | 640 |
|
|
2022
Q4 | $801K | Buy |
12,730
+5,227
| +70% | +$329K | ﹤0.01% | 625 |
|
|
2022
Q3 | $446K | Sell |
7,503
-17,762
| -70% | -$1.06M | ﹤0.01% | 668 |
|
|
2022
Q2 | $1.65M | Buy |
25,265
+1,079
| +4% | +$70.4K | 0.01% | 397 |
|
|
2022
Q1 | $1.65M | Buy |
24,186
+23,933
| +9,460% | +$1.64M | 0.01% | 379 |
|
|
2021
Q4 | $17K | Buy |
+253
| New | +$17K | ﹤0.01% | 1080 |
|
|
2020
Q2 | – | Sell |
-27,576
| Closed | -$1.52M | – | 1306 |
|
|
2020
Q1 | $1.52M | Sell |
27,576
-28,125
| -50% | -$1.55M | 0.01% | 286 |
|
|
2019
Q4 | $3.63M | Buy |
55,701
+55,636
| +85,594% | +$3.62M | 0.03% | 275 |
|
|
2019
Q3 | $4K | Sell |
65
-64,993
| -100% | -$4M | ﹤0.01% | 1068 |
|
|
2019
Q2 | $3.91M | Buy |
65,058
+19,997
| +44% | +$1.2M | 0.03% | 243 |
|
|
2019
Q1 | $2.62M | Buy |
45,061
+44,861
| +22,431% | +$2.6M | 0.02% | 248 |
|
|
2018
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 997 |
|
|
2018
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1032 |
|
|
2018
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1026 |
|