Bruce G. Allen Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.3K | Sell |
352
-6
| -2% | -$414 | 0.02% | 365 |
|
2025
Q1 | $24.7K | Hold |
358
| – | – | 0.02% | 360 |
|
2024
Q4 | $22K | Hold |
358
| – | – | 0.02% | 368 |
|
2024
Q3 | $22.2K | Hold |
358
| – | – | 0.02% | 375 |
|
2024
Q2 | $19K | Buy |
358
+2
| +0.6% | +$106 | 0.02% | 374 |
|
2024
Q1 | $19K | Buy |
356
+174
| +96% | +$9.29K | 0.02% | 388 |
|
2023
Q4 | $9.5K | Buy |
+182
| New | +$9.5K | 0.01% | 484 |
|