Atwood & Palmer’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $104K | Buy |
1,507
+239
| +19% | +$16.5K | 0.01% | 185 |
|
2025
Q1 | $87.4K | Sell |
1,268
-1
| -0.1% | -$69 | 0.01% | 191 |
|
2024
Q4 | $78.1K | Hold |
1,269
| – | – | 0.01% | 196 |
|
2024
Q3 | $78.7K | Hold |
1,269
| – | – | 0.01% | 201 |
|
2024
Q2 | $67.2K | Buy |
1,269
+414
| +48% | +$21.9K | 0.01% | 209 |
|
2024
Q1 | $45.6K | Hold |
855
| – | – | ﹤0.01% | 215 |
|
2023
Q4 | $44.6K | Buy |
855
+200
| +31% | +$10.4K | ﹤0.01% | 223 |
|
2023
Q3 | $33.2K | Hold |
655
| – | – | ﹤0.01% | 236 |
|
2023
Q2 | $38.3K | Hold |
655
| – | – | ﹤0.01% | 233 |
|
2023
Q1 | $40K | Hold |
655
| – | – | ﹤0.01% | 217 |
|
2022
Q4 | $41.2K | Hold |
655
| – | – | ﹤0.01% | 222 |
|
2022
Q3 | $39K | Hold |
655
| – | – | ﹤0.01% | 210 |
|
2022
Q2 | $43K | Sell |
655
-26
| -4% | -$1.71K | ﹤0.01% | 220 |
|
2022
Q1 | $47K | Hold |
681
| – | – | ﹤0.01% | 228 |
|
2021
Q4 | $47K | Sell |
681
-1
| -0.1% | -$69 | ﹤0.01% | 236 |
|
2021
Q3 | $42K | Buy |
682
+1
| +0.1% | +$62 | ﹤0.01% | 233 |
|
2021
Q2 | $41K | Hold |
681
| – | – | ﹤0.01% | 235 |
|
2021
Q1 | $41K | Hold |
681
| – | – | ﹤0.01% | 233 |
|
2020
Q4 | $38K | Hold |
681
| – | – | ﹤0.01% | 229 |
|
2020
Q3 | $35K | Sell |
681
-1
| -0.1% | -$51 | ﹤0.01% | 208 |
|
2020
Q2 | $40K | Hold |
682
| – | – | 0.01% | 201 |
|
2020
Q1 | $38K | Buy |
682
+30
| +5% | +$1.67K | 0.01% | 195 |
|
2019
Q4 | $42K | Hold |
652
| – | – | 0.01% | 193 |
|
2019
Q3 | $43K | Hold |
652
| – | – | 0.01% | 194 |
|
2019
Q2 | $39K | Hold |
652
| – | – | 0.01% | 190 |
|
2019
Q1 | $38K | Hold |
652
| – | – | 0.01% | 188 |
|
2018
Q4 | $37K | Hold |
652
| – | – | 0.01% | 183 |
|
2018
Q3 | $36K | Hold |
652
| – | – | ﹤0.01% | 198 |
|
2018
Q2 | $37K | Buy |
+652
| New | +$37K | 0.01% | 193 |
|