Benjamin F. Edwards & Company’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.4M | Buy |
64,238
+16,152
| +34% | +$856K | 0.06% | 287 |
|
|
2024
Q1 | $2.57M | Buy |
48,086
+16,808
| +54% | +$897K | 0.05% | 315 |
|
|
2023
Q4 | $1.63M | Buy |
31,278
+7,728
| +33% | +$403K | 0.03% | 381 |
|
|
2023
Q3 | $1.19M | Buy |
23,550
+581
| +3% | +$29.5K | 0.05% | 335 |
|
|
2023
Q2 | $1.34M | Buy |
22,969
+19,048
| +486% | +$1.11M | 0.05% | 311 |
|
|
2023
Q1 | $240K | Buy |
3,921
+597
| +18% | +$36.5K | 0.01% | 660 |
|
|
2022
Q4 | $209K | Buy |
3,324
+2,049
| +161% | +$129K | 0.01% | 710 |
|
|
2022
Q3 | $76K | Buy |
1,275
+1,058
| +488% | +$63.1K | ﹤0.01% | 945 |
|
|
2022
Q2 | $14K | Buy |
217
+153
| +239% | +$9.87K | ﹤0.01% | 1307 |
|
|
2022
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 1558 |
|
|
2021
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q3 | $4K | Buy |
64
+20
| +45% | +$1.25K | ﹤0.01% | 1558 |
|
|
2021
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 1565 |
|
|
2020
Q4 | $2K | Sell |
44
-65
| -60% | -$2.96K | ﹤0.01% | 1523 |
|
|
2020
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 1382 |
|
|
2020
Q2 | $6K | Hold |
109
| – | – | ﹤0.01% | 1376 |
|
|
2020
Q1 | $6K | Hold |
109
| – | – | ﹤0.01% | 1392 |
|
|
2019
Q4 | $7K | Hold |
109
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q3 | $7K | Sell |
109
-322
| -75% | -$20.7K | ﹤0.01% | 1491 |
|
|
2019
Q2 | $26K | Buy |
431
+360
| +507% | +$21.7K | ﹤0.01% | 1115 |
|
|
2019
Q1 | $4K | Sell |
71
-46
| -39% | -$2.59K | ﹤0.01% | 1521 |
|
|
2018
Q4 | $7K | Hold |
117
| – | – | ﹤0.01% | 1362 |
|
|
2018
Q3 | $6K | Hold |
117
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q2 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 1336 |
|