Deseret Mutual Benefit Administrators’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.9K	Buy	975 +427	+78%	+$33.7K	0.03%	334
2025 Q4	$39.7K	Sell	548 -85	-13%	-$6.45K	0.02%	356
2025 Q3	$48.1K	Sell	633 -17	-3%	-$1.21K	0.02%	316
2025 Q2	$44.8K	Hold	650	–	–	0.02%	316
2025 Q1	$44.8K	Hold	650	–	–	0.02%	303
2024 Q4	$40K	Hold	650	–	–	0.02%	328
2024 Q3	$40.3K	Hold	650	–	–	0.02%	329
2024 Q2	$34.4K	Hold	650	–	–	0.02%	344
2024 Q1	$34.7K	Hold	650	–	–	0.02%	343
2023 Q4	$33.9K	Sell	650 -163	-20%	-$8.2K	0.02%	333
2023 Q3	$41.2K	Sell	813 -37	-4%	-$2.1K	0.02%	325
2023 Q2	$49.7K	Sell	850 -18	-2%	-$1.09K	0.02%	320
2023 Q1	$53.1K	Hold	868	–	–	0.02%	296
2022 Q4	$54.6K	Sell	868 -722	-45%	-$43.4K	0.02%	289
2022 Q3	$94K	Sell	1,590 -479	-23%	-$32.2K	0.03%	292
2022 Q2	$135K	Hold	2,069	–	–	0.03%	280
2022 Q1	$141K	Sell	2,069 -269	-12%	-$17.4K	0.03%	296
2021 Q4	$160K	Hold	2,338	–	–	0.03%	299
2021 Q3	$145K	Sell	2,338 -602	-20%	-$39.5K	0.03%	302
2021 Q2	$178K	Buy	+2,940	New	+$184K	0.04%	222