Crewe 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 | $75.1K | Buy |
1,089
+189
| +21% | +$13K | 0.01% | 252 |
|
|
2025
Q1 | $62.1K | Hold |
900
| – | – | 0.01% | 253 |
|
|
2024
Q4 | $55.4K | Hold |
900
| – | – | 0.01% | 273 |
|
|
2024
Q3 | $55.8K | Hold |
900
| – | – | 0.01% | 287 |
|
|
2024
Q2 | $47.7K | Sell |
900
-102
| -10% | -$5.4K | 0.01% | 378 |
|
|
2024
Q1 | $53.5K | Buy |
+1,002
| New | +$53.5K | 0.01% | 357 |
|
|
2023
Q4 | – | Sell |
-1,092
| Closed | -$55.4K | – | 508 |
|
|
2023
Q3 | $55.4K | Hold |
1,092
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $63.8K | Hold |
1,092
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $66.7K | Buy |
1,092
+1,069
| +4,648% | +$65.3K | 0.01% | 277 |
|
|
2022
Q4 | $1.45K | Sell |
23
-323
| -93% | -$20.3K | ﹤0.01% | 885 |
|
|
2022
Q3 | $21K | Buy |
346
+323
| +1,404% | +$19.6K | ﹤0.01% | 451 |
|
|
2022
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 968 |
|