Dakota Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
+36,749
| New | +$2.53M | 0.05% | 232 |
|
|
2024
Q1 | – | Sell |
-4,556
| Closed | -$238K | – | 740 |
|
|
2023
Q4 | $238K | Buy |
4,556
+56
| +1% | +$2.92K | 0.01% | 563 |
|
|
2023
Q3 | $228K | Hold |
4,500
| – | – | 0.01% | 557 |
|
|
2023
Q2 | $263K | Hold |
4,500
| – | – | 0.01% | 510 |
|
|
2023
Q1 | $275K | Sell |
4,500
-453
| -9% | -$27.7K | 0.02% | 480 |
|
|
2022
Q4 | $312K | Sell |
4,953
-6,082
| -55% | -$383K | 0.02% | 439 |
|
|
2022
Q3 | $656K | Sell |
11,035
-723
| -6% | -$43K | 0.05% | 288 |
|
|
2022
Q2 | $767K | Buy |
11,758
+6,354
| +118% | +$414K | 0.07% | 215 |
|
|
2022
Q1 | $370K | Buy |
5,404
+2,472
| +84% | +$169K | 0.03% | 332 |
|
|
2021
Q4 | $201K | Buy |
+2,932
| New | +$201K | 0.02% | 354 |
|