Coldstream Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
6,654
-81
| -1% | -$5.58K | 0.01% | 694 |
|
|
2025
Q1 | $464K | Buy |
6,735
+104
| +2% | +$7.17K | 0.01% | 639 |
|
|
2024
Q4 | $408K | Sell |
6,631
-818
| -11% | -$50.3K | 0.01% | 688 |
|
|
2024
Q3 | $463K | Buy |
7,449
+155
| +2% | +$9.63K | 0.01% | 638 |
|
|
2024
Q2 | $386K | Buy |
7,294
+203
| +3% | +$10.8K | 0.01% | 663 |
|
|
2024
Q1 | $379K | Buy |
7,091
+1,881
| +36% | +$100K | 0.01% | 667 |
|
|
2023
Q4 | $272K | Buy |
+5,210
| New | +$272K | 0.01% | 748 |
|
|
2023
Q3 | – | Sell |
-3,919
| Closed | -$229K | – | 817 |
|
|
2023
Q2 | $229K | Buy |
3,919
+136
| +4% | +$7.95K | 0.01% | 730 |
|
|
2023
Q1 | $231K | Buy |
3,783
+280
| +8% | +$17.1K | 0.01% | 724 |
|
|
2022
Q4 | $220K | Buy |
+3,503
| New | +$220K | 0.01% | 730 |
|