Cetera Investment Advisers’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Sell |
63,677
-2,572
| -4% | -$177K | 0.01% | 1274 |
|
|
2025
Q1 | $4.57M | Sell |
66,249
-287
| -0.4% | -$19.8K | 0.01% | 1181 |
|
|
2024
Q4 | $4.1M | Buy |
66,536
+1,741
| +3% | +$107K | 0.01% | 1156 |
|
|
2024
Q3 | $4.02M | Buy |
64,795
+3,542
| +6% | +$220K | 0.01% | 1128 |
|
|
2024
Q2 | $3.24M | Buy |
61,253
+9,715
| +19% | +$515K | 0.01% | 1238 |
|
|
2024
Q1 | $2.75M | Buy |
51,538
+20,538
| +66% | +$1.1M | 0.01% | 1340 |
|
|
2023
Q4 | $1.62M | Buy |
31,000
+13,228
| +74% | +$690K | 0.01% | 875 |
|
|
2023
Q3 | $901K | Sell |
17,772
-148
| -0.8% | -$7.5K | 0.01% | 1089 |
|
|
2023
Q2 | $1.05M | Sell |
17,920
-22
| -0.1% | -$1.29K | 0.01% | 1041 |
|
|
2023
Q1 | $1.1M | Buy |
17,942
+2,673
| +18% | +$163K | 0.01% | 989 |
|
|
2022
Q4 | $961K | Buy |
15,269
+11,604
| +317% | +$730K | 0.01% | 1010 |
|
|
2022
Q3 | $218K | Sell |
3,665
-392
| -10% | -$23.3K | ﹤0.01% | 1454 |
|
|
2022
Q2 | $265K | Buy |
4,057
+7
| +0.2% | +$457 | ﹤0.01% | 1504 |
|
|
2022
Q1 | $277K | Buy |
4,050
+257
| +7% | +$17.6K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $260K | Buy |
3,793
+86
| +2% | +$5.9K | ﹤0.01% | 1571 |
|
|
2021
Q3 | $231K | Buy |
3,707
+227
| +7% | +$14.1K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $210K | Buy |
3,480
+20
| +0.6% | +$1.21K | ﹤0.01% | 1643 |
|
|
2021
Q1 | $206K | Sell |
3,460
-275
| -7% | -$16.4K | ﹤0.01% | 1471 |
|
|
2020
Q4 | $207K | Buy |
+3,735
| New | +$207K | ﹤0.01% | 1439 |
|
|
2020
Q1 | – | Sell |
-3,319
| Closed | -$219K | – | 571 |
|
|
2019
Q4 | $219K | Buy |
+3,319
| New | +$219K | 0.02% | 530 |
|