Caprock 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 | $998K | Buy |
14,479
+2,373
| +20% | +$164K | 0.03% | 464 |
|
|
2024
Q4 | $745K | Buy |
12,106
+1,126
| +10% | +$69.3K | 0.02% | 504 |
|
|
2024
Q3 | $681K | Sell |
10,980
-142
| -1% | -$8.81K | 0.02% | 487 |
|
|
2024
Q2 | $589K | Buy |
11,122
+1,580
| +17% | +$83.7K | 0.02% | 495 |
|
|
2024
Q1 | $509K | Buy |
9,542
+3,768
| +65% | +$201K | 0.03% | 407 |
|
|
2023
Q4 | $301K | Buy |
5,774
+23
| +0.4% | +$1.2K | 0.02% | 532 |
|
|
2023
Q3 | $292K | Buy |
5,751
+222
| +4% | +$11.3K | 0.02% | 500 |
|
|
2023
Q2 | $323K | Sell |
5,529
-5
| -0.1% | -$292 | 0.02% | 479 |
|
|
2023
Q1 | $338K | Buy |
5,534
+2,316
| +72% | +$142K | 0.03% | 461 |
|
|
2022
Q4 | $203K | Sell |
3,218
-998
| -24% | -$62.8K | 0.02% | 502 |
|
|
2022
Q3 | $250K | Hold |
4,216
| – | – | 0.02% | 454 |
|
|
2022
Q2 | $275K | Buy |
4,216
+1,172
| +39% | +$76.4K | 0.03% | 405 |
|
|
2022
Q1 | $208K | Sell |
3,044
-11
| -0.4% | -$752 | 0.02% | 551 |
|
|
2021
Q4 | $210K | Buy |
+3,055
| New | +$210K | 0.02% | 529 |
|
|
2021
Q3 | – | Sell |
-5,850
| Closed | -$354K | – | 552 |
|
|
2021
Q2 | $354K | Sell |
5,850
-2,731
| -32% | -$165K | 0.03% | 322 |
|
|
2021
Q1 | $511K | Buy |
8,581
+37
| +0.4% | +$2.2K | 0.06% | 235 |
|
|
2020
Q4 | $474K | Sell |
8,544
-130
| -1% | -$7.21K | 0.05% | 237 |
|
|
2020
Q3 | $441K | Buy |
+8,674
| New | +$441K | 0.06% | 229 |
|