Capital Advisors Ltd’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
149
| – | – | ﹤0.01% | 788 |
|
|
2025
Q1 | $10K | Hold |
149
| – | – | ﹤0.01% | 767 |
|
|
2024
Q4 | $9K | Hold |
149
| – | – | ﹤0.01% | 805 |
|
|
2024
Q3 | $9K | Hold |
149
| – | – | ﹤0.01% | 791 |
|
|
2024
Q2 | $8K | Sell |
149
-11
| -7% | -$591 | ﹤0.01% | 797 |
|
|
2024
Q1 | $9K | Sell |
160
-81
| -34% | -$4.56K | ﹤0.01% | 734 |
|
|
2023
Q4 | $13K | Sell |
241
-62
| -20% | -$3.34K | ﹤0.01% | 646 |
|
|
2023
Q3 | $15K | Sell |
303
-28
| -8% | -$1.39K | ﹤0.01% | 604 |
|
|
2023
Q2 | $19K | Buy |
331
+114
| +53% | +$6.54K | ﹤0.01% | 580 |
|
|
2023
Q1 | $13K | Sell |
217
-324
| -60% | -$19.4K | ﹤0.01% | 516 |
|
|
2022
Q4 | $10K | Buy |
541
+326
| +152% | +$6.03K | ﹤0.01% | 559 |
|
|
2022
Q3 | $13K | Buy |
215
+59
| +38% | +$3.57K | ﹤0.01% | 500 |
|
|
2022
Q2 | $10K | Buy |
156
+6
| +4% | +$385 | ﹤0.01% | 505 |
|
|
2022
Q1 | $10K | Sell |
150
-6
| -4% | -$400 | ﹤0.01% | 523 |
|
|
2021
Q4 | $11K | Buy |
+156
| New | +$11K | ﹤0.01% | 511 |
|