Avion Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39K | Hold |
485
| – | – | 0.01% | 234 |
|
|
2025
Q4 | $35K | Sell |
485
-1
| -0.2% | -$76 | 0.01% | 256 |
|
|
2025
Q3 | $36K | Hold |
486
| – | – | 0.01% | 253 |
|
|
2025
Q2 | $33K | Buy |
486
+16
| +3% | +$1.07K | 0.01% | 245 |
|
|
2025
Q1 | $28K | Hold |
470
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $28K | Buy |
470
+8
| +2% | +$495 | 0.01% | 250 |
|
|
2024
Q3 | $28K | Buy |
462
+341
| +282% | +$19.8K | 0.01% | 223 |
|
|
2024
Q2 | $6K | Sell |
121
-22
| -15% | -$1.17K | ﹤0.01% | 428 |
|
|
2024
Q1 | $8K | Buy |
143
+10
| +8% | +$511 | ﹤0.01% | 352 |
|
|
2023
Q4 | $7K | Buy |
133
+1
| +0.8% | +$50 | ﹤0.01% | 328 |
|
|
2023
Q3 | $6K | Buy |
132
+11
| +9% | +$625 | ﹤0.01% | 329 |
|
|
2023
Q2 | $7K | Hold |
121
| – | – | ﹤0.01% | 320 |
|
|
2023
Q1 | $7K | Buy |
121
+8
| +7% | +$487 | ﹤0.01% | 285 |
|
|
2022
Q4 | $6K | Hold |
113
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $7K | Hold |
113
| – | – | ﹤0.01% | 294 |
|
|
2022
Q2 | $7K | Buy |
113
+22
| +24% | +$1.49K | ﹤0.01% | 289 |
|
|
2022
Q1 | $6K | Hold |
91
| – | – | ﹤0.01% | 273 |
|
|
2021
Q4 | $6K | Hold |
91
| – | – | ﹤0.01% | 274 |
|
|
2021
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 267 |
|
|
2021
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 258 |
|
|
2020
Q4 | $5K | Hold |
91
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 229 |
|
|
2020
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 197 |
|
|
2020
Q1 | $5K | Buy |
+91
| New | +$5.98K | ﹤0.01% | 204 |
|
Other funds holding EVRG
VCM
VPM
