Atria Wealth Solutions’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,029
| Closed | -$494K | – | 1911 |
|
|
2024
Q4 | $494K | Sell |
8,029
-264
| -3% | -$16.2K | 0.01% | 1270 |
|
|
2024
Q3 | $514K | Buy |
8,293
+851
| +11% | +$52.8K | 0.01% | 1229 |
|
|
2024
Q2 | $394K | Buy |
7,442
+68
| +0.9% | +$3.6K | ﹤0.01% | 1337 |
|
|
2024
Q1 | $394K | Sell |
7,374
-3,515
| -32% | -$188K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $568K | Buy |
10,889
+6,234
| +134% | +$325K | 0.01% | 1136 |
|
|
2023
Q3 | $236K | Sell |
4,655
-4,155
| -47% | -$211K | ﹤0.01% | 1562 |
|
|
2023
Q2 | $515K | Buy |
8,810
+945
| +12% | +$55.2K | 0.01% | 1141 |
|
|
2023
Q1 | $481K | Buy |
7,865
+796
| +11% | +$48.7K | 0.01% | 1155 |
|
|
2022
Q4 | $445K | Sell |
7,069
-2,713
| -28% | -$171K | 0.01% | 1139 |
|
|
2022
Q3 | $581K | Buy |
9,782
+657
| +7% | +$39K | 0.01% | 941 |
|
|
2022
Q2 | $595K | Buy |
+9,125
| New | +$595K | 0.01% | 865 |
|