Bleakley Financial Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,842
| Closed | -$236K | – | 655 |
|
|
2024
Q4 | $236K | Buy |
3,842
+510
| +15% | +$31.4K | 0.01% | 893 |
|
|
2024
Q3 | $207K | Buy |
+3,332
| New | +$207K | 0.01% | 918 |
|
|
2024
Q1 | – | Sell |
-10,012
| Closed | -$523K | – | 1000 |
|
|
2023
Q4 | $523K | Buy |
10,012
+568
| +6% | +$29.7K | 0.02% | 577 |
|
|
2023
Q3 | $479K | Sell |
9,444
-912
| -9% | -$46.2K | 0.02% | 551 |
|
|
2023
Q2 | $605K | Buy |
10,356
+933
| +10% | +$54.5K | 0.02% | 534 |
|
|
2023
Q1 | $576K | Buy |
9,423
+413
| +5% | +$25.2K | 0.02% | 534 |
|
|
2022
Q4 | $567K | Buy |
+9,010
| New | +$567K | 0.02% | 521 |
|