Beacon Pointe Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
3,301
+227
| +7% | +$15.6K | ﹤0.01% | 1131 |
|
|
2025
Q1 | $212K | Buy |
+3,074
| New | +$212K | ﹤0.01% | 1117 |
|
|
2024
Q4 | – | Sell |
-3,413
| Closed | -$212K | – | 1211 |
|
|
2024
Q3 | $212K | Buy |
+3,413
| New | +$212K | ﹤0.01% | 1132 |
|
|
2024
Q1 | – | Sell |
-4,345
| Closed | -$227K | – | 1334 |
|
|
2023
Q4 | $227K | Buy |
4,345
+188
| +5% | +$9.81K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $211K | Buy |
4,157
+710
| +21% | +$36K | ﹤0.01% | 1197 |
|
|
2023
Q2 | $201K | Sell |
3,447
-660
| -16% | -$38.6K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $251K | Buy |
4,107
+643
| +19% | +$39.3K | ﹤0.01% | 996 |
|
|
2022
Q4 | $218K | Buy |
+3,464
| New | +$218K | ﹤0.01% | 971 |
|
|
2022
Q2 | – | Sell |
-3,242
| Closed | -$222K | – | 1095 |
|
|
2022
Q1 | $222K | Buy |
+3,242
| New | +$222K | ﹤0.01% | 1087 |
|
|
2021
Q4 | – | Sell |
-3,911
| Closed | -$243K | – | 953 |
|
|
2021
Q3 | $243K | Buy |
+3,911
| New | +$243K | 0.01% | 784 |
|