Concourse Financial Group Securities’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,424
| Closed | -$404K | – | 2580 |
|
|
2024
Q4 | $404K | Sell |
6,424
-485
| -7% | -$30.5K | 0.02% | 529 |
|
|
2024
Q3 | $428K | Sell |
6,909
-530
| -7% | -$32.9K | 0.03% | 495 |
|
|
2024
Q2 | $394K | Sell |
7,439
-552
| -7% | -$29.2K | 0.02% | 507 |
|
|
2024
Q1 | $427K | Sell |
7,991
-2,838
| -26% | -$151K | 0.03% | 475 |
|
|
2023
Q4 | $565K | Buy |
10,829
+2,049
| +23% | +$107K | 0.04% | 409 |
|
|
2023
Q3 | $445K | Buy |
8,780
+374
| +4% | +$19K | 0.03% | 436 |
|
|
2023
Q2 | $491K | Buy |
8,406
+252
| +3% | +$14.7K | 0.04% | 439 |
|
|
2023
Q1 | $498K | Buy |
8,154
+399
| +5% | +$24.4K | 0.04% | 434 |
|
|
2022
Q4 | $488K | Buy |
7,755
+270
| +4% | +$17K | 0.04% | 417 |
|
|
2022
Q3 | $445K | Buy |
7,485
+3,549
| +90% | +$211K | 0.04% | 377 |
|
|
2022
Q2 | $257K | Buy |
3,936
+466
| +13% | +$30.4K | 0.02% | 540 |
|
|
2022
Q1 | $237K | Buy |
3,470
+43
| +1% | +$2.94K | 0.02% | 597 |
|
|
2021
Q4 | $235K | Buy |
3,427
+2,236
| +188% | +$153K | 0.01% | 671 |
|
|
2021
Q3 | $74K | Buy |
1,191
+121
| +11% | +$7.52K | ﹤0.01% | 1130 |
|
|
2021
Q2 | $65K | Buy |
1,070
+35
| +3% | +$2.13K | ﹤0.01% | 1184 |
|
|
2021
Q1 | $62K | Buy |
1,035
+35
| +4% | +$2.1K | ﹤0.01% | 1130 |
|
|
2020
Q4 | $56K | Sell |
1,000
-20
| -2% | -$1.12K | ﹤0.01% | 1114 |
|
|
2020
Q3 | $52K | Hold |
1,020
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q2 | $60K | Hold |
1,020
| – | – | 0.01% | 916 |
|
|
2020
Q1 | $56K | Hold |
1,020
| – | – | 0.01% | 853 |
|
|
2019
Q4 | $66K | Buy |
1,020
+920
| +920% | +$59.5K | 0.01% | 846 |
|
|
2019
Q3 | $7K | Sell |
100
-996
| -91% | -$69.7K | ﹤0.01% | 1237 |
|
|
2019
Q2 | $66K | Hold |
1,096
| – | – | 0.01% | 776 |
|
|
2019
Q1 | $63K | Buy |
1,096
+28
| +3% | +$1.61K | 0.01% | 801 |
|
|
2018
Q4 | $60K | Sell |
1,068
-350
| -25% | -$19.7K | 0.01% | 763 |
|
|
2018
Q3 | $78K | Buy |
+1,418
| New | +$78K | 0.02% | 483 |
|