Chicago Partners Investment Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
12,719
+2,677
| +27% | +$186K | 0.03% | 425 |
|
|
2025
Q1 | $699K | Buy |
10,042
+1,971
| +24% | +$137K | 0.02% | 432 |
|
|
2024
Q4 | $492K | Buy |
8,071
+343
| +4% | +$20.9K | 0.02% | 514 |
|
|
2024
Q3 | $479K | Buy |
7,728
+397
| +5% | +$24.6K | 0.02% | 500 |
|
|
2024
Q2 | $423K | Buy |
7,331
+623
| +9% | +$36K | 0.02% | 514 |
|
|
2024
Q1 | $350K | Buy |
6,708
+1
| +0% | +$52 | 0.01% | 533 |
|
|
2023
Q4 | $331K | Buy |
6,707
+16
| +0.2% | +$790 | 0.02% | 522 |
|
|
2023
Q3 | $323K | Buy |
6,691
+12
| +0.2% | +$580 | 0.02% | 495 |
|
|
2023
Q2 | $399K | Sell |
6,679
-144
| -2% | -$8.6K | 0.02% | 468 |
|
|
2023
Q1 | $430K | Buy |
6,823
+69
| +1% | +$4.35K | 0.03% | 421 |
|
|
2022
Q4 | $419K | Buy |
6,754
+14
| +0.2% | +$868 | 0.03% | 419 |
|
|
2022
Q3 | $413K | Sell |
6,740
-31
| -0.5% | -$1.9K | 0.03% | 376 |
|
|
2022
Q2 | $462K | Buy |
6,771
+19
| +0.3% | +$1.3K | 0.03% | 348 |
|
|
2022
Q1 | $453K | Sell |
6,752
-80
| -1% | -$5.37K | 0.03% | 333 |
|
|
2021
Q4 | $423K | Buy |
6,832
+24
| +0.4% | +$1.49K | 0.03% | 368 |
|
|
2021
Q3 | $440K | Sell |
6,808
-9
| -0.1% | -$582 | 0.03% | 360 |
|
|
2021
Q2 | $444K | Buy |
6,817
+125
| +2% | +$8.14K | 0.03% | 342 |
|
|
2021
Q1 | $425K | Sell |
6,692
-31
| -0.5% | -$1.97K | 0.04% | 327 |
|
|
2020
Q4 | $362K | Buy |
6,723
+94
| +1% | +$5.06K | 0.03% | 330 |
|
|
2020
Q3 | $378K | Sell |
6,629
-400
| -6% | -$22.8K | 0.04% | 276 |
|
|
2020
Q2 | $450K | Sell |
7,029
-65
| -0.9% | -$4.16K | 0.06% | 231 |
|
|
2020
Q1 | $433K | Sell |
7,094
-66
| -0.9% | -$4.03K | 0.07% | 209 |
|
|
2019
Q4 | $481K | Buy |
7,160
+110
| +2% | +$7.39K | 0.06% | 219 |
|
|
2019
Q3 | $450K | Buy |
7,050
+16
| +0.2% | +$1.02K | 0.06% | 210 |
|
|
2019
Q2 | $426K | Buy |
7,034
+16
| +0.2% | +$969 | 0.06% | 204 |
|
|
2019
Q1 | $397K | Sell |
7,018
-750
| -10% | -$42.4K | 0.06% | 207 |
|
|
2018
Q4 | $442K | Hold |
7,768
| – | – | 0.07% | 205 |
|
|
2018
Q3 | $439K | Buy |
7,768
+418
| +6% | +$23.6K | 0.07% | 200 |
|
|
2018
Q2 | $413K | Buy |
+7,350
| New | +$413K | 0.06% | 197 |
|