CAPTRUST Financial 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 | $39.7M | Sell |
575,954
-564,006
| -49% | -$38.9M | 0.09% | 196 |
|
|
2025
Q1 | $78.6M | Buy |
1,139,960
+26,422
| +2% | +$1.82M | 0.2% | 105 |
|
|
2024
Q4 | $68.5M | Buy |
1,113,538
+447,558
| +67% | +$27.5M | 0.2% | 105 |
|
|
2024
Q3 | $41.3M | Buy |
665,980
+24,012
| +4% | +$1.49M | 0.12% | 146 |
|
|
2024
Q2 | $34M | Buy |
641,968
+33,106
| +5% | +$1.75M | 0.11% | 155 |
|
|
2024
Q1 | $32.5M | Buy |
608,862
+115,659
| +23% | +$6.17M | 0.12% | 154 |
|
|
2023
Q4 | $25.7M | Sell |
493,203
-100,654
| -17% | -$5.25M | 0.09% | 193 |
|
|
2023
Q3 | $30.1M | Buy |
593,857
+21,290
| +4% | +$1.08M | 0.12% | 155 |
|
|
2023
Q2 | $33.4M | Buy |
572,567
+45,509
| +9% | +$2.66M | 0.13% | 138 |
|
|
2023
Q1 | $32.2M | Sell |
527,058
-118,535
| -18% | -$7.24M | 0.14% | 135 |
|
|
2022
Q4 | $40.6M | Buy |
645,593
+204,579
| +46% | +$12.9M | 0.2% | 110 |
|
|
2022
Q3 | $26.2M | Buy |
441,014
+133,555
| +43% | +$7.93M | 0.15% | 136 |
|
|
2022
Q2 | $20.1M | Buy |
307,459
+62,829
| +26% | +$4.1M | 0.13% | 161 |
|
|
2022
Q1 | $16.7M | Buy |
244,630
+36,059
| +17% | +$2.46M | 0.11% | 175 |
|
|
2021
Q4 | $14.3M | Buy |
208,571
+13,193
| +7% | +$905K | 0.1% | 192 |
|
|
2021
Q3 | $12.2M | Buy |
195,378
+25,955
| +15% | +$1.61M | 0.1% | 194 |
|
|
2021
Q2 | $10.2M | Buy |
169,423
+15,077
| +10% | +$911K | 0.1% | 190 |
|
|
2021
Q1 | $9.19M | Buy |
154,346
+18,145
| +13% | +$1.08M | 0.1% | 190 |
|
|
2020
Q4 | $7.56M | Buy |
136,201
+497
| +0.4% | +$27.6K | 0.1% | 188 |
|
|
2020
Q3 | $6.9M | Buy |
135,704
+5,977
| +5% | +$304K | 0.11% | 177 |
|
|
2020
Q2 | $7.92M | Buy |
129,727
+119,192
| +1,131% | +$7.27M | 0.13% | 162 |
|
|
2020
Q1 | $545K | Sell |
10,535
-2,481
| -19% | -$128K | 0.01% | 572 |
|
|
2019
Q4 | $826K | Buy |
13,016
+4,771
| +58% | +$303K | 0.01% | 548 |
|
|
2019
Q3 | $549K | Buy |
8,245
+70
| +0.9% | +$4.66K | 0.02% | 391 |
|
|
2019
Q2 | $492K | Buy |
8,175
+54
| +0.7% | +$3.25K | 0.02% | 392 |
|
|
2019
Q1 | $471K | Sell |
8,121
-17
| -0.2% | -$986 | 0.02% | 374 |
|
|
2018
Q4 | $462K | Buy |
8,138
+1,139
| +16% | +$64.7K | 0.02% | 318 |
|
|
2018
Q3 | $384K | Buy |
6,999
+6,827
| +3,969% | +$375K | 0.02% | 343 |
|
|
2018
Q2 | $10K | Buy |
+172
| New | +$10K | ﹤0.01% | 1168 |
|