CX Institutional’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Sell |
2,336
-263
| -10% | -$18.1K | 0.01% | 685 |
|
|
2025
Q1 | $179K | Buy |
+2,599
| New | +$179K | 0.01% | 627 |
|
|
2022
Q3 | – | Sell |
-1,373
| Closed | -$90K | – | 681 |
|
|
2022
Q2 | $90K | Buy |
+1,373
| New | +$90K | 0.01% | 564 |
|
|
2022
Q1 | – | Sell |
-11,513
| Closed | -$790K | – | 376 |
|
|
2021
Q4 | $790K | Buy |
11,513
+57
| +0.5% | +$3.91K | 0.06% | 219 |
|
|
2021
Q3 | $713K | Sell |
11,456
-9,733
| -46% | -$606K | 0.06% | 226 |
|
|
2021
Q2 | $1.28M | Buy |
21,189
+560
| +3% | +$33.8K | 0.11% | 189 |
|
|
2021
Q1 | $1.23M | Buy |
20,629
+20,066
| +3,564% | +$1.19M | 0.11% | 184 |
|
|
2020
Q4 | $31K | Buy |
563
+173
| +44% | +$9.53K | ﹤0.01% | 529 |
|
|
2020
Q3 | $20K | Buy |
390
+8
| +2% | +$410 | ﹤0.01% | 542 |
|
|
2020
Q2 | $23K | Buy |
382
+43
| +13% | +$2.59K | ﹤0.01% | 416 |
|
|
2020
Q1 | $19K | Sell |
339
-50
| -13% | -$2.8K | ﹤0.01% | 386 |
|
|
2019
Q4 | $25K | Hold |
389
| – | – | ﹤0.01% | 325 |
|
|
2019
Q3 | $26K | Buy |
389
+5
| +1% | +$334 | ﹤0.01% | 348 |
|
|
2019
Q2 | $23K | Sell |
384
-46
| -11% | -$2.76K | ﹤0.01% | 389 |
|
|
2019
Q1 | $25K | Buy |
430
+117
| +37% | +$6.8K | ﹤0.01% | 385 |
|
|
2018
Q4 | $18K | Hold |
313
| – | – | ﹤0.01% | 321 |
|
|
2018
Q3 | $17K | Hold |
313
| – | – | 0.01% | 232 |
|
|
2018
Q2 | $18K | Buy |
+313
| New | +$18K | 0.01% | 201 |
|