CreativeOne 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 | $1.76M | Buy |
25,484
+12,772
| +100% | +$880K | 0.05% | 377 |
|
|
2025
Q1 | $876K | Sell |
12,712
-136
| -1% | -$9.38K | 0.03% | 525 |
|
|
2024
Q4 | $791K | Buy |
12,848
+923
| +8% | +$56.8K | 0.02% | 546 |
|
|
2024
Q3 | $740K | Buy |
11,925
+1,304
| +12% | +$80.9K | 0.03% | 516 |
|
|
2024
Q2 | $563K | Buy |
10,621
+268
| +3% | +$14.2K | 0.03% | 446 |
|
|
2024
Q1 | $553K | Buy |
10,353
+1,583
| +18% | +$84.6K | 0.02% | 538 |
|
|
2023
Q4 | $458K | Buy |
8,770
+443
| +5% | +$23.1K | 0.03% | 391 |
|
|
2023
Q3 | $423K | Sell |
8,327
-3,142
| -27% | -$160K | 0.03% | 365 |
|
|
2023
Q2 | $669K | Buy |
11,469
+4,069
| +55% | +$237K | 0.03% | 414 |
|
|
2023
Q1 | $452K | Buy |
7,400
+211
| +3% | +$12.9K | 0.02% | 497 |
|
|
2022
Q4 | $452K | Buy |
7,189
+8
| +0.1% | +$503 | 0.02% | 462 |
|
|
2022
Q3 | $426K | Buy |
7,181
+256
| +4% | +$15.2K | 0.03% | 445 |
|
|
2022
Q2 | $451K | Sell |
6,925
-778
| -10% | -$50.7K | 0.02% | 443 |
|
|
2022
Q1 | $527K | Buy |
7,703
+1,397
| +22% | +$95.6K | 0.03% | 417 |
|
|
2021
Q4 | $433K | Sell |
6,306
-13
| -0.2% | -$893 | 0.02% | 490 |
|
|
2021
Q3 | $393K | Buy |
6,319
+30
| +0.5% | +$1.87K | 0.02% | 470 |
|
|
2021
Q2 | $380K | Buy |
6,289
+1,149
| +22% | +$69.4K | 0.02% | 462 |
|
|
2021
Q1 | $306K | Buy |
5,140
+1,005
| +24% | +$59.8K | 0.02% | 442 |
|
|
2020
Q4 | $230K | Hold |
4,135
| – | – | 0.02% | 448 |
|
|
2020
Q3 | $210K | Sell |
4,135
-58
| -1% | -$2.95K | 0.03% | 253 |
|
|
2020
Q2 | $248K | Hold |
4,193
| – | – | 0.04% | 209 |
|
|
2020
Q1 | $231K | Hold |
4,193
| – | – | 0.04% | 179 |
|
|
2019
Q4 | $273K | Hold |
4,193
| – | – | 0.05% | 173 |
|
|
2019
Q3 | $280K | Hold |
4,193
| – | – | 0.05% | 144 |
|
|
2019
Q2 | $252K | Sell |
4,193
-320
| -7% | -$19.2K | 0.05% | 146 |
|
|
2019
Q1 | $262K | Buy |
4,513
+754
| +20% | +$43.8K | 0.07% | 108 |
|
|
2018
Q4 | $213K | Buy |
+3,759
| New | +$213K | 0.07% | 100 |
|