Clearstead 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 | $34.2K | Buy |
496
+298
| +151% | +$20.5K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $13.7K | Buy |
198
+4
| +2% | +$276 | ﹤0.01% | 1524 |
|
|
2024
Q4 | $11.9K | Buy |
194
+11
| +6% | +$677 | ﹤0.01% | 1524 |
|
|
2024
Q3 | $11.3K | Sell |
183
-14
| -7% | -$868 | ﹤0.01% | 1557 |
|
|
2024
Q2 | $10.4K | Buy |
197
+183
| +1,307% | +$9.69K | ﹤0.01% | 1541 |
|
|
2024
Q1 | $781 | Buy |
+14
| New | +$781 | ﹤0.01% | 1422 |
|
|
2023
Q4 | – | Sell |
-396
| Closed | -$20.1K | – | 1562 |
|
|
2023
Q3 | $20.1K | Sell |
396
-20
| -5% | -$1.01K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $24.3K | Buy |
416
+255
| +158% | +$14.9K | ﹤0.01% | 866 |
|
|
2023
Q1 | $9.84K | Sell |
161
-269
| -63% | -$16.4K | ﹤0.01% | 949 |
|
|
2022
Q4 | $27.1K | Buy |
430
+269
| +167% | +$16.9K | ﹤0.01% | 742 |
|
|
2022
Q3 | $10K | Hold |
161
| – | – | ﹤0.01% | 884 |
|
|
2022
Q2 | $11K | Hold |
161
| – | – | ﹤0.01% | 909 |
|
|
2022
Q1 | $11K | Hold |
161
| – | – | ﹤0.01% | 970 |
|
|
2021
Q4 | $11K | Sell |
161
-54
| -25% | -$3.69K | ﹤0.01% | 916 |
|
|
2021
Q3 | $13K | Buy |
215
+54
| +34% | +$3.27K | ﹤0.01% | 898 |
|
|
2021
Q2 | $10K | Hold |
161
| – | – | ﹤0.01% | 795 |
|
|
2021
Q1 | $10K | Hold |
161
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $9K | Hold |
161
| – | – | ﹤0.01% | 731 |
|
|
2020
Q3 | $8K | Buy |
+161
| New | +$8K | ﹤0.01% | 691 |
|