Brookstone Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.85M | Sell |
26,866
-2,205
| -8% | -$152K | 0.02% | 436 |
|
2025
Q1 | $2M | Buy |
29,071
+276
| +1% | +$19K | 0.03% | 408 |
|
2024
Q4 | $1.77M | Buy |
28,795
+2,948
| +11% | +$181K | 0.03% | 398 |
|
2024
Q3 | $1.6M | Sell |
25,847
-1,023
| -4% | -$63.4K | 0.02% | 417 |
|
2024
Q2 | $1.49M | Buy |
26,870
+2,925
| +12% | +$162K | 0.02% | 419 |
|
2024
Q1 | $1.28M | Buy |
23,945
+3,699
| +18% | +$197K | 0.02% | 432 |
|
2023
Q4 | $1.06M | Buy |
20,246
+2,943
| +17% | +$154K | 0.02% | 443 |
|
2023
Q3 | $840K | Buy |
17,303
+2,021
| +13% | +$98.1K | 0.02% | 470 |
|
2023
Q2 | $897K | Buy |
15,282
+1,995
| +15% | +$117K | 0.02% | 456 |
|
2023
Q1 | $825K | Buy |
13,287
+4,789
| +56% | +$297K | 0.02% | 486 |
|
2022
Q4 | $551K | Buy |
8,498
+1,712
| +25% | +$111K | 0.01% | 552 |
|
2022
Q3 | $374K | Buy |
6,786
+1,761
| +35% | +$97.1K | 0.01% | 612 |
|
2022
Q2 | $324K | Buy |
5,025
+339
| +7% | +$21.9K | 0.01% | 627 |
|
2022
Q1 | $331K | Sell |
4,686
-23
| -0.5% | -$1.63K | 0.01% | 636 |
|
2021
Q4 | $318K | Buy |
4,709
+44
| +0.9% | +$2.97K | 0.01% | 613 |
|
2021
Q3 | $292K | Buy |
4,665
+568
| +14% | +$35.6K | 0.01% | 603 |
|
2021
Q2 | $252K | Buy |
+4,097
| New | +$252K | ﹤0.01% | 628 |
|
2021
Q1 | – | Sell |
-5,456
| Closed | -$303K | – | 511 |
|
2020
Q4 | $303K | Buy |
+5,456
| New | +$303K | 0.01% | 380 |
|