CGN 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 | $354K | Buy |
5,130
+13
| +0.3% | +$896 | 0.03% | 248 |
|
|
2025
Q1 | $353K | Sell |
5,117
-28
| -0.5% | -$1.93K | 0.03% | 242 |
|
|
2024
Q4 | $317K | Hold |
5,145
| – | – | 0.03% | 250 |
|
|
2024
Q3 | $319K | Hold |
5,145
| – | – | 0.03% | 236 |
|
|
2024
Q2 | $273K | Buy |
5,145
+149
| +3% | +$7.89K | 0.03% | 236 |
|
|
2024
Q1 | $267K | Sell |
4,996
-101
| -2% | -$5.39K | 0.03% | 226 |
|
|
2023
Q4 | $266K | Sell |
5,097
-200
| -4% | -$10.4K | 0.04% | 226 |
|
|
2023
Q3 | $269K | Hold |
5,297
| – | – | 0.04% | 227 |
|
|
2023
Q2 | $309K | Sell |
5,297
-335
| -6% | -$19.6K | 0.04% | 195 |
|
|
2023
Q1 | $344K | Buy |
5,632
+322
| +6% | +$19.7K | 0.05% | 185 |
|
|
2022
Q4 | $334K | Buy |
5,310
+1,019
| +24% | +$64.1K | 0.06% | 183 |
|
|
2022
Q3 | $255K | Buy |
+4,291
| New | +$255K | 0.06% | 205 |
|