Atria Investments’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Sell
8,474
-24
-0.3% -$1.65K 0.01% 1334
2025
Q1
$586K Buy
8,498
+482
+6% +$33.2K 0.01% 1268
2024
Q4
$493K Buy
8,016
+4,030
+101% +$248K 0.01% 1336
2024
Q3
$247K Sell
3,986
-257
-6% -$15.9K ﹤0.01% 1717
2024
Q2
$225K Buy
+4,243
New +$225K ﹤0.01% 1752
2020
Q1
Sell
-7,057
Closed -$459K 729
2019
Q4
$459K Buy
7,057
+3,913
+124% +$255K 0.01% 817
2019
Q3
$209K Buy
+3,144
New +$209K 0.01% 835