Aventail Capital Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Sell |
389,285
-6,336
| -2% | -$437K | 1.18% | 31 |
|
|
2025
Q1 | $27.3M | Sell |
395,621
-255,598
| -39% | -$17.6M | 1.34% | 30 |
|
|
2024
Q4 | $40.1M | Buy |
+651,219
| New | +$40.1M | 2.06% | 17 |
|
|
2024
Q2 | – | Sell |
-335,050
| Closed | -$17.9M | – | 99 |
|
|
2024
Q1 | $17.9M | Buy |
335,050
+155,050
| +86% | +$8.28M | 1.37% | 29 |
|
|
2023
Q4 | $9.4M | Buy |
+180,000
| New | +$9.4M | 0.8% | 35 |
|