Delta Asset 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 | $41.7K | Hold |
605
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $41.7K | Hold |
605
| – | – | ﹤0.01% | 278 |
|
|
2024
Q4 | $37.2K | Hold |
605
| – | – | ﹤0.01% | 297 |
|
|
2024
Q3 | $37.5K | Sell |
605
-250
| -29% | -$15.5K | ﹤0.01% | 303 |
|
|
2024
Q2 | $45.3K | Sell |
855
-150
| -15% | -$7.95K | ﹤0.01% | 273 |
|
|
2024
Q1 | $53.6K | Sell |
1,005
-25
| -2% | -$1.34K | ﹤0.01% | 252 |
|
|
2023
Q4 | $53.8K | Sell |
1,030
-250
| -20% | -$13.1K | 0.01% | 251 |
|
|
2023
Q3 | $64.9K | Hold |
1,280
| – | – | 0.01% | 222 |
|
|
2023
Q2 | $74.8K | Sell |
1,280
-52
| -4% | -$3.04K | 0.01% | 219 |
|
|
2023
Q1 | $81.4K | Hold |
1,332
| – | – | 0.01% | 196 |
|
|
2022
Q4 | $83.8K | Buy |
+1,332
| New | +$83.8K | 0.01% | 188 |
|
|
2022
Q1 | – | Sell |
-780
| Closed | -$54K | – | 280 |
|
|
2021
Q4 | $54K | Hold |
780
| – | – | ﹤0.01% | 240 |
|
|
2021
Q3 | $49K | Hold |
780
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $47K | Hold |
780
| – | – | ﹤0.01% | 250 |
|
|
2021
Q1 | $46K | Hold |
780
| – | – | ﹤0.01% | 246 |
|
|
2020
Q4 | $43K | Hold |
780
| – | – | ﹤0.01% | 244 |
|
|
2020
Q3 | $40K | Hold |
780
| – | – | ﹤0.01% | 241 |
|
|
2020
Q2 | $46K | Sell |
780
-30
| -4% | -$1.77K | 0.01% | 227 |
|
|
2020
Q1 | $45K | Hold |
810
| – | – | 0.01% | 219 |
|
|
2019
Q4 | $53K | Hold |
810
| – | – | 0.01% | 235 |
|
|
2019
Q3 | $54K | Hold |
810
| – | – | 0.01% | 229 |
|
|
2019
Q2 | $49K | Hold |
810
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $47K | Hold |
810
| – | – | 0.01% | 218 |
|
|
2018
Q4 | $46K | Hold |
810
| – | – | 0.01% | 237 |
|
|
2018
Q3 | $44K | Buy |
810
+560
| +224% | +$30.4K | 0.01% | 257 |
|
|
2018
Q2 | $14K | Buy |
+250
| New | +$14K | ﹤0.01% | 403 |
|