Concurrent Investment 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 | $807K | Sell |
11,705
-633
| -5% | -$43.6K | 0.02% | 663 |
|
|
2025
Q1 | $851K | Buy |
12,338
+3,203
| +35% | +$221K | 0.02% | 587 |
|
|
2024
Q4 | $562K | Buy |
9,135
+315
| +4% | +$19.4K | 0.02% | 633 |
|
|
2024
Q3 | $547K | Sell |
8,820
-1,267
| -13% | -$78.6K | 0.02% | 591 |
|
|
2024
Q2 | $534K | Sell |
10,087
-418
| -4% | -$22.1K | 0.02% | 559 |
|
|
2024
Q1 | $561K | Sell |
10,505
-9
| -0.1% | -$480 | 0.02% | 513 |
|
|
2023
Q4 | $549K | Buy |
+10,514
| New | +$549K | 0.03% | 476 |
|