D.A. Davidson & Co’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
3,735
-67
| -2% | -$4.62K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $262K | Buy |
3,802
+4
| +0.1% | +$276 | ﹤0.01% | 1227 |
|
|
2024
Q4 | $234K | Buy |
3,798
+3
| +0.1% | +$185 | ﹤0.01% | 1282 |
|
|
2024
Q3 | $235K | Sell |
3,795
-231
| -6% | -$14.3K | ﹤0.01% | 1253 |
|
|
2024
Q2 | $213K | Sell |
4,026
-126
| -3% | -$6.68K | ﹤0.01% | 1265 |
|
|
2024
Q1 | $222K | Sell |
4,152
-67
| -2% | -$3.58K | ﹤0.01% | 1271 |
|
|
2023
Q4 | $220K | Buy |
4,219
+128
| +3% | +$6.68K | ﹤0.01% | 1220 |
|
|
2023
Q3 | $207K | Buy |
4,091
+3
| +0.1% | +$152 | ﹤0.01% | 1218 |
|
|
2023
Q2 | $239K | Buy |
4,088
+3
| +0.1% | +$175 | ﹤0.01% | 1180 |
|
|
2023
Q1 | $250K | Buy |
4,085
+39
| +1% | +$2.38K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $255K | Sell |
4,046
-71
| -2% | -$4.47K | ﹤0.01% | 1116 |
|
|
2022
Q3 | $245K | Buy |
4,117
+62
| +2% | +$3.69K | ﹤0.01% | 1084 |
|
|
2022
Q2 | $265K | Buy |
4,055
+15
| +0.4% | +$980 | ﹤0.01% | 1063 |
|
|
2022
Q1 | $276K | Buy |
4,040
+71
| +2% | +$4.85K | ﹤0.01% | 1103 |
|
|
2021
Q4 | $272K | Buy |
3,969
+132
| +3% | +$9.05K | ﹤0.01% | 1080 |
|
|
2021
Q3 | $239K | Sell |
3,837
-2,010
| -34% | -$125K | ﹤0.01% | 1092 |
|
|
2021
Q2 | $353K | Sell |
5,847
-343
| -6% | -$20.7K | ﹤0.01% | 932 |
|
|
2021
Q1 | $369K | Buy |
6,190
+1,516
| +32% | +$90.4K | ﹤0.01% | 890 |
|
|
2020
Q4 | $259K | Sell |
4,674
-598
| -11% | -$33.1K | ﹤0.01% | 899 |
|
|
2020
Q3 | $268K | Buy |
5,272
+393
| +8% | +$20K | ﹤0.01% | 798 |
|
|
2020
Q2 | $289K | Sell |
4,879
-1,978
| -29% | -$117K | 0.01% | 761 |
|
|
2020
Q1 | $377K | Sell |
6,857
-727
| -10% | -$40K | 0.01% | 659 |
|
|
2019
Q4 | $494K | Buy |
7,584
+1,145
| +18% | +$74.6K | 0.01% | 684 |
|
|
2019
Q3 | $429K | Buy |
6,439
+160
| +3% | +$10.7K | 0.01% | 698 |
|
|
2019
Q2 | $378K | Buy |
6,279
+1,574
| +33% | +$94.8K | 0.01% | 714 |
|
|
2019
Q1 | $272K | Buy |
4,705
+3
| +0.1% | +$173 | ﹤0.01% | 924 |
|
|
2018
Q4 | $267K | Buy |
4,702
+102
| +2% | +$5.79K | 0.01% | 859 |
|
|
2018
Q3 | $253K | Sell |
4,600
-87
| -2% | -$4.79K | ﹤0.01% | 974 |
|
|
2018
Q2 | $263K | Buy |
+4,687
| New | +$263K | 0.01% | 928 |
|