CFS Investment Advisory Services’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,927
Closed -$202K 331
2025
Q1
$202K Buy
+2,927
New +$202K 0.02% 305
2022
Q4
Sell
-10,395
Closed 167
2022
Q3
$0 Buy
+10,395
New ﹤0.01% 275