Carolina Wealth 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 | $32.9K | Hold |
478
| – | – | 0.02% | 104 |
|
|
2025
Q1 | $33K | Hold |
478
| – | – | 0.02% | 98 |
|
|
2024
Q4 | $29.4K | Hold |
478
| – | – | 0.02% | 111 |
|
|
2024
Q3 | $29.6K | Hold |
478
| – | – | 0.02% | 135 |
|
|
2024
Q2 | $25.3K | Hold |
478
| – | – | 0.01% | 114 |
|
|
2024
Q1 | $25.5K | Hold |
478
| – | – | 0.01% | 122 |
|
|
2023
Q4 | $25K | Hold |
478
| – | – | 0.01% | 131 |
|
|
2023
Q3 | $24.2K | Hold |
478
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $27.9K | Hold |
478
| – | – | 0.02% | 120 |
|
|
2023
Q1 | $29.2K | Hold |
478
| – | – | 0.02% | 122 |
|
|
2022
Q4 | $30K | Hold |
478
| – | – | 0.02% | 115 |
|
|
2022
Q3 | $28K | Hold |
478
| – | – | 0.02% | 116 |
|
|
2022
Q2 | $31K | Hold |
478
| – | – | 0.02% | 130 |
|
|
2022
Q1 | $33K | Hold |
478
| – | – | 0.02% | 139 |
|
|
2021
Q4 | $33K | Hold |
478
| – | – | 0.02% | 149 |
|
|
2021
Q3 | $30K | Hold |
478
| – | – | 0.02% | 145 |
|
|
2021
Q2 | $29K | Hold |
478
| – | – | 0.02% | 149 |
|
|
2021
Q1 | $28K | Hold |
478
| – | – | 0.02% | 156 |
|
|
2020
Q4 | $27K | Hold |
478
| – | – | 0.02% | 105 |
|
|
2020
Q3 | $24K | Buy |
+478
| New | +$24K | 0.02% | 89 |
|