Avantax Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
66,612
-353
| -0.5% | -$24.3K | 0.03% | 472 |
|
|
2025
Q1 | $4.62M | Sell |
66,965
-6,103
| -8% | -$421K | 0.03% | 439 |
|
|
2024
Q4 | $4.5M | Buy |
73,068
+488
| +0.7% | +$30K | 0.03% | 427 |
|
|
2024
Q3 | $4.5M | Sell |
72,580
-2,671
| -4% | -$166K | 0.03% | 415 |
|
|
2024
Q2 | $3.99M | Buy |
+75,251
| New | +$3.99M | 0.03% | 438 |
|
|
2023
Q4 | – | Sell |
-6,207
| Closed | -$315K | – | 1603 |
|
|
2023
Q3 | $315K | Sell |
6,207
-767
| -11% | -$38.9K | ﹤0.01% | 1172 |
|
|
2023
Q2 | $407K | Buy |
6,974
+308
| +5% | +$18K | ﹤0.01% | 1028 |
|
|
2023
Q1 | $407K | Buy |
6,666
+1,855
| +39% | +$113K | 0.01% | 998 |
|
|
2022
Q4 | $303K | Sell |
4,811
-957
| -17% | -$60.2K | ﹤0.01% | 1101 |
|
|
2022
Q3 | $343K | Buy |
5,768
+677
| +13% | +$40.3K | 0.01% | 936 |
|
|
2022
Q2 | $332K | Sell |
5,091
-2,799
| -35% | -$183K | 0.01% | 966 |
|
|
2022
Q1 | $541K | Buy |
7,890
+779
| +11% | +$53.4K | 0.01% | 757 |
|
|
2021
Q4 | $488K | Buy |
7,111
+347
| +5% | +$23.8K | 0.01% | 768 |
|
|
2021
Q3 | $420K | Sell |
6,764
-423
| -6% | -$26.3K | 0.01% | 780 |
|
|
2021
Q2 | $436K | Buy |
7,187
+569
| +9% | +$34.5K | 0.01% | 754 |
|
|
2021
Q1 | $395K | Buy |
6,618
+1,078
| +19% | +$64.3K | 0.01% | 694 |
|
|
2020
Q4 | $307K | Sell |
5,540
-3,678
| -40% | -$204K | 0.01% | 712 |
|
|
2020
Q3 | $469K | Buy |
9,218
+3,571
| +63% | +$182K | 0.01% | 815 |
|
|
2020
Q2 | $336K | Buy |
5,647
+24
| +0.4% | +$1.43K | 0.01% | 600 |
|
|
2020
Q1 | $310K | Buy |
5,623
+9
| +0.2% | +$496 | 0.01% | 562 |
|
|
2019
Q4 | $365K | Buy |
5,614
+462
| +9% | +$30K | 0.01% | 573 |
|
|
2019
Q3 | $342K | Buy |
5,152
+8
| +0.2% | +$531 | 0.01% | 404 |
|
|
2019
Q2 | $309K | Sell |
5,144
-206
| -4% | -$12.4K | 0.01% | 388 |
|
|
2019
Q1 | $311K | Buy |
5,350
+467
| +10% | +$27.1K | 0.02% | 349 |
|
|
2018
Q4 | $277K | Buy |
+4,883
| New | +$277K | 0.05% | 311 |
|