Capstone Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 915 |
|
|
2025
Q1 | – | Sell |
-4,651
| Closed | -$286K | – | 640 |
|
|
2024
Q4 | $286K | Buy |
4,651
+3,444
| +285% | +$212K | ﹤0.01% | 614 |
|
|
2024
Q3 | $74.8K | Sell |
1,207
-2,483
| -67% | -$154K | ﹤0.01% | 763 |
|
|
2024
Q2 | $195K | Sell |
3,690
-39
| -1% | -$2.07K | ﹤0.01% | 917 |
|
|
2024
Q1 | $199K | Sell |
3,729
-3,884
| -51% | -$207K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $397K | Buy |
7,613
+7,028
| +1,201% | +$367K | ﹤0.01% | 592 |
|
|
2023
Q3 | $29.7K | Sell |
585
-5,968
| -91% | -$303K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $383K | Buy |
6,553
+5,843
| +823% | +$341K | ﹤0.01% | 510 |
|
|
2023
Q1 | $43.4K | Sell |
710
-4,059
| -85% | -$248K | ﹤0.01% | 527 |
|
|
2022
Q4 | $300K | Buy |
4,769
+1,510
| +46% | +$95K | ﹤0.01% | 497 |
|
|
2022
Q3 | $194K | Buy |
+3,259
| New | +$194K | ﹤0.01% | 646 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 984 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1019 |
|
|
2021
Q4 | – | Sell |
-1,011
| Closed | -$63K | – | 895 |
|
|
2021
Q3 | $63K | Buy |
+1,011
| New | +$63K | ﹤0.01% | 753 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 787 |
|
|
2021
Q1 | – | Sell |
-1,407
| Closed | -$78K | – | 704 |
|
|
2020
Q4 | $78K | Buy |
+1,407
| New | +$78K | ﹤0.01% | 497 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 435 |
|