Coppell Advisory Solutions’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
7,399
-966
| -12% | -$66K | 0.06% | 237 |
|
|
2025
Q1 | $576K | Sell |
8,365
-4,770
| -36% | -$329K | 0.08% | 193 |
|
|
2024
Q4 | $808K | Sell |
13,135
-20
| -0.2% | -$1.23K | 0.11% | 137 |
|
|
2024
Q3 | $815K | Sell |
13,155
-73
| -0.6% | -$4.52K | 0.12% | 134 |
|
|
2024
Q2 | $701K | Buy |
+13,228
| New | +$701K | 0.12% | 130 |
|
|
2023
Q4 | $515K | Buy |
9,872
+3,886
| +65% | +$203K | 0.1% | 155 |
|
|
2023
Q3 | $377K | Sell |
5,986
-1,666
| -22% | -$105K | 0.13% | 125 |
|
|
2023
Q2 | $440K | Buy |
7,652
+1,062
| +16% | +$61.1K | 0.12% | 126 |
|
|
2023
Q1 | $398K | Buy |
6,590
+604
| +10% | +$36.5K | 0.13% | 136 |
|
|
2022
Q4 | $377K | Buy |
+5,986
| New | +$377K | 0.13% | 127 |
|