Concurrent Investment Advisors’s Evergy EVRG Stock Holding History

Concurrent Investment Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$942K	Buy
2025 Q2	$807K	Sell
2025 Q1	$851K	Buy
2024 Q4	$562K	Buy
2024 Q3	$547K	Sell
2024 Q2	$534K	Sell
2024 Q1	$561K	Sell
2023 Q4	$549K	Buy