D.B. Root & Company’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,950
| Closed | -$305K | – | 190 |
|
|
2024
Q4 | $305K | Sell |
4,950
-297
| -6% | -$18.3K | 0.1% | 137 |
|
|
2024
Q3 | $325K | Sell |
5,247
-2,527
| -33% | -$157K | 0.11% | 135 |
|
|
2024
Q2 | $412K | Sell |
7,774
-147
| -2% | -$7.79K | 0.14% | 124 |
|
|
2024
Q1 | $423K | Hold |
7,921
| – | – | 0.14% | 121 |
|
|
2023
Q4 | $413K | Buy |
7,921
+2,120
| +37% | +$111K | 0.15% | 122 |
|
|
2023
Q3 | $294K | Buy |
5,801
+36
| +0.6% | +$1.83K | 0.11% | 142 |
|
|
2023
Q2 | $337K | Buy |
5,765
+370
| +7% | +$21.6K | 0.13% | 142 |
|
|
2023
Q1 | $330K | Sell |
5,395
-2
| -0% | -$122 | 0.13% | 137 |
|
|
2022
Q4 | $340K | Sell |
5,397
-356
| -6% | -$22.4K | 0.14% | 128 |
|
|
2022
Q3 | $341K | Buy |
+5,753
| New | +$341K | 0.16% | 125 |
|