Cornerstone Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
3,651
+111
| +3% | +$7.65K | 0.02% | 559 |
|
|
2025
Q1 | $244K | Buy |
3,540
+89
| +3% | +$6.14K | 0.02% | 523 |
|
|
2024
Q4 | $212K | Sell |
3,451
-965
| -22% | -$59.4K | 0.01% | 547 |
|
|
2024
Q3 | $274K | Sell |
4,416
-335
| -7% | -$20.8K | 0.02% | 475 |
|
|
2024
Q2 | $252K | Buy |
4,751
+394
| +9% | +$20.9K | 0.02% | 468 |
|
|
2024
Q1 | $233K | Sell |
4,357
-63
| -1% | -$3.36K | 0.02% | 487 |
|
|
2023
Q4 | $231K | Sell |
4,420
-47
| -1% | -$2.45K | 0.02% | 470 |
|
|
2023
Q3 | $226K | Sell |
4,467
-106
| -2% | -$5.37K | 0.02% | 486 |
|
|
2023
Q2 | $267K | Sell |
4,573
-1,925
| -30% | -$112K | 0.02% | 427 |
|
|
2023
Q1 | $397K | Buy |
+6,498
| New | +$397K | 0.04% | 323 |
|
|
2022
Q3 | $236K | Buy |
3,965
+1
| +0% | +$60 | 0.03% | 390 |
|
|
2022
Q2 | $259K | Buy |
3,964
+2
| +0.1% | +$131 | 0.03% | 379 |
|
|
2022
Q1 | $271K | Buy |
3,962
+1
| +0% | +$68 | 0.03% | 384 |
|
|
2021
Q4 | $271K | Sell |
3,961
-94
| -2% | -$6.43K | 0.03% | 418 |
|
|
2021
Q3 | $252K | Buy |
4,055
+1
| +0% | +$62 | 0.03% | 391 |
|
|
2021
Q2 | $245K | Sell |
4,054
-274
| -6% | -$16.6K | 0.03% | 409 |
|
|
2021
Q1 | $258K | Buy |
4,328
+583
| +16% | +$34.8K | 0.03% | 378 |
|
|
2020
Q4 | $208K | Buy |
+3,745
| New | +$208K | 0.03% | 393 |
|
|
2019
Q4 | – | Sell |
-3,402
| Closed | -$226K | – | 353 |
|
|
2019
Q3 | $226K | Buy |
+3,402
| New | +$226K | 0.04% | 311 |
|
|
2018
Q3 | – | Sell |
-92,772
| Closed | -$1.63M | – | 1351 |
|
|
2018
Q2 | $1.63M | Buy |
+92,772
| New | +$1.63M | 0.02% | 600 |
|