Dakota Wealth Management’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.31M Sell
2025
Q2
$2.53M Buy
2024
Q1
Sell
2023
Q4
$238K Buy
2023
Q3
$228K Hold
2023
Q2
$263K Hold
2023
Q1
$275K Sell
2022
Q4
$312K Sell
2022
Q3
$656K Sell
2022
Q2
$767K Buy
2022
Q1
$370K Buy
2021
Q4
$201K Buy