Cary Street Partners Investment Advisory’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.4K | Buy |
832
+344
| +70% | +$23.7K | 0.03% | 385 |
|
|
2025
Q1 | $33.7K | Buy |
+488
| New | +$33.7K | 0.02% | 402 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 978 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1882 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$306 | – | 1759 |
|
|
2023
Q1 | $306 | Sell |
5
-306
| -98% | -$18.7K | ﹤0.01% | 1629 |
|
|
2022
Q4 | $19.6K | Buy |
+311
| New | +$19.6K | ﹤0.01% | 986 |
|