BEI
Benjamin Edwards Inc’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
6,821
-742
| -10% | -$51.1K | 0.01% | 865 |
|
|
2025
Q1 | $521K | Sell |
7,563
-84,010
| -92% | -$5.79M | 0.01% | 766 |
|
|
2024
Q4 | $5.64M | Buy |
91,573
+10,014
| +12% | +$616K | 0.08% | 246 |
|
|
2024
Q3 | $5.06M | Buy |
81,559
+80,703
| +9,428% | +$5M | 0.07% | 261 |
|
|
2024
Q2 | $45K | Buy |
856
+277
| +48% | +$14.6K | 0.01% | 509 |
|
|
2024
Q1 | $31K | Sell |
579
-2,713
| -82% | -$145K | 0.01% | 533 |
|
|
2023
Q4 | $172K | Sell |
3,292
-64
| -2% | -$3.34K | 0.04% | 346 |
|
|
2023
Q3 | $170K | Sell |
3,356
-75
| -2% | -$3.8K | 0.04% | 308 |
|
|
2023
Q2 | $200K | Sell |
3,431
-3,255
| -49% | -$190K | 0.05% | 275 |
|
|
2023
Q1 | $409K | Sell |
6,686
-53,551
| -89% | -$3.28M | 0.1% | 197 |
|
|
2022
Q4 | $3.79M | Buy |
60,237
+1,103
| +2% | +$69.4K | 1% | 17 |
|
|
2022
Q3 | $3.51M | Buy |
59,134
+727
| +1% | +$43.2K | 1.05% | 14 |
|
|
2022
Q2 | $3.81M | Buy |
58,407
+912
| +2% | +$59.5K | 1.12% | 11 |
|
|
2022
Q1 | $3.93M | Buy |
57,495
+2,186
| +4% | +$149K | 1.14% | 10 |
|
|
2021
Q4 | $3.8M | Buy |
55,309
+45,083
| +441% | +$3.09M | 1.23% | 15 |
|
|
2021
Q3 | $636K | Buy |
+10,226
| New | +$636K | 0.39% | 89 |
|
|
2020
Q3 | – | Sell |
-285
| Closed | -$17K | – | 361 |
|
|
2020
Q2 | $17K | Hold |
285
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $16K | Buy |
285
+90
| +46% | +$5.05K | 0.02% | 254 |
|
|
2019
Q4 | $13K | Sell |
195
-5,686
| -97% | -$379K | 0.03% | 207 |
|
|
2019
Q3 | $391K | Buy |
5,881
+878
| +18% | +$58.4K | 0.85% | 31 |
|
|
2019
Q2 | $301K | Buy |
5,003
+3,748
| +299% | +$225K | 0.73% | 31 |
|
|
2019
Q1 | $73K | Buy |
+1,255
| New | +$73K | 0.35% | 89 |
|