Corient Private Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
49,453
+440
| +0.9% | +$30.3K | ﹤0.01% | 889 |
|
|
2025
Q1 | $3.38M | Buy |
49,013
+4,098
| +9% | +$283K | 0.01% | 801 |
|
|
2024
Q4 | $2.76M | Buy |
44,915
+1,131
| +3% | +$69.6K | ﹤0.01% | 883 |
|
|
2024
Q3 | $2.72M | Buy |
43,784
+880
| +2% | +$54.6K | ﹤0.01% | 941 |
|
|
2024
Q2 | $2.27M | Sell |
42,904
-3,505
| -8% | -$186K | ﹤0.01% | 968 |
|
|
2024
Q1 | $2.48M | Buy |
46,409
+10,607
| +30% | +$566K | ﹤0.01% | 933 |
|
|
2023
Q4 | $1.87M | Buy |
35,802
+1,408
| +4% | +$73.5K | ﹤0.01% | 1034 |
|
|
2023
Q3 | $1.74M | Sell |
34,394
-1,498
| -4% | -$75.9K | ﹤0.01% | 962 |
|
|
2023
Q2 | $2.1M | Buy |
35,892
+207
| +0.6% | +$12.1K | ﹤0.01% | 878 |
|
|
2023
Q1 | $2.18M | Buy |
35,685
+7,130
| +25% | +$436K | 0.01% | 813 |
|
|
2022
Q4 | $1.8M | Buy |
+28,555
| New | +$1.8M | 0.01% | 735 |
|