Beacon Capital Management LLC (Tennessee)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23K | Buy |
+32
| New | +$2.23K | ﹤0.01% | 889 |
|
|
2024
Q2 | – | Sell |
-53
| Closed | -$2.83K | – | 1072 |
|
|
2024
Q1 | $2.83K | Buy |
53
+38
| +253% | +$2.03K | ﹤0.01% | 816 |
|
|
2023
Q4 | $761 | Hold |
15
| – | – | ﹤0.01% | 893 |
|
|
2023
Q3 | $876 | Hold |
15
| – | – | ﹤0.01% | 933 |
|
|
2023
Q2 | $876 | Hold |
15
| – | – | ﹤0.01% | 933 |
|
|
2023
Q1 | $917 | Hold |
15
| – | – | ﹤0.01% | 849 |
|
|
2022
Q4 | $944 | Sell |
15
-101
| -87% | -$6.36K | ﹤0.01% | 894 |
|
|
2022
Q3 | $8K | Hold |
116
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $8K | Hold |
116
| – | – | ﹤0.01% | 556 |
|
|
2022
Q1 | $8K | Buy |
+116
| New | +$8K | ﹤0.01% | 556 |
|