Bell Investment 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 | $14.3K | Buy |
208
+109
| +110% | +$7.51K | ﹤0.01% | 545 |
|
|
2025
Q1 | $6.83K | Hold |
99
| – | – | ﹤0.01% | 764 |
|
|
2024
Q4 | $6.09K | Buy |
99
+12
| +14% | +$739 | ﹤0.01% | 832 |
|
|
2024
Q3 | $5.4K | Sell |
87
-29
| -25% | -$1.8K | ﹤0.01% | 892 |
|
|
2024
Q2 | $6.15K | Buy |
116
+20
| +21% | +$1.06K | ﹤0.01% | 828 |
|
|
2024
Q1 | $5.13K | Buy |
96
+10
| +12% | +$534 | ﹤0.01% | 905 |
|
|
2023
Q4 | $4.49K | Buy |
86
+32
| +59% | +$1.67K | ﹤0.01% | 937 |
|
|
2023
Q3 | $2.74K | Buy |
54
+3
| +6% | +$152 | ﹤0.01% | 1133 |
|
|
2023
Q2 | $2.98K | Sell |
51
-6
| -11% | -$351 | ﹤0.01% | 1093 |
|
|
2023
Q1 | $3.48K | Buy |
57
+7
| +14% | +$428 | ﹤0.01% | 968 |
|
|
2022
Q4 | $3.15K | Sell |
50
-15
| -23% | -$944 | ﹤0.01% | 1045 |
|
|
2022
Q3 | $4K | Buy |
65
+8
| +14% | +$492 | ﹤0.01% | 776 |
|
|
2022
Q2 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 791 |
|
|
2021
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 852 |
|
|
2021
Q3 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 907 |
|