Dynamic Advisor Solutions’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
22,267
-403
| -2% | -$27.8K | 0.05% | 347 |
|
|
2025
Q1 | $1.56M | Buy |
22,670
+3,215
| +17% | +$222K | 0.05% | 329 |
|
|
2024
Q4 | $1.2M | Sell |
19,455
-4,040
| -17% | -$249K | 0.05% | 281 |
|
|
2024
Q3 | $1.46M | Sell |
23,495
-84
| -0.4% | -$5.21K | 0.04% | 362 |
|
|
2024
Q2 | $1.25M | Sell |
23,579
-9
| -0% | -$477 | 0.04% | 399 |
|
|
2024
Q1 | $1.26M | Sell |
23,588
-218
| -0.9% | -$11.6K | 0.04% | 390 |
|
|
2023
Q4 | $1.28M | Buy |
23,806
+9,170
| +63% | +$492K | 0.05% | 358 |
|
|
2023
Q3 | $742K | Buy |
14,636
+2,377
| +19% | +$121K | 0.04% | 423 |
|
|
2023
Q2 | $716K | Sell |
12,259
-718
| -6% | -$41.9K | 0.04% | 416 |
|
|
2023
Q1 | $793K | Buy |
12,977
+446
| +4% | +$27.3K | 0.05% | 371 |
|
|
2022
Q4 | $789K | Buy |
12,531
+737
| +6% | +$46.4K | 0.05% | 323 |
|
|
2022
Q3 | $701K | Buy |
11,794
+401
| +4% | +$23.8K | 0.05% | 318 |
|
|
2022
Q2 | $743K | Buy |
11,393
+650
| +6% | +$42.4K | 0.06% | 301 |
|
|
2022
Q1 | $734K | Sell |
10,743
-24
| -0.2% | -$1.64K | 0.05% | 341 |
|
|
2021
Q4 | $739K | Sell |
10,767
-24
| -0.2% | -$1.65K | 0.05% | 337 |
|
|
2021
Q3 | $671K | Buy |
10,791
+3,861
| +56% | +$240K | 0.05% | 378 |
|
|
2021
Q2 | $419K | Buy |
6,930
+501
| +8% | +$30.3K | 0.03% | 468 |
|
|
2021
Q1 | $383K | Buy |
6,429
+1,202
| +23% | +$71.6K | 0.04% | 442 |
|
|
2020
Q4 | $290K | Buy |
+5,227
| New | +$290K | 0.03% | 498 |
|