Eagle Bay Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40
| Closed | -$2.46K | – | 395 |
|
|
2024
Q4 | $2.46K | Sell |
40
-34
| -46% | -$2.09K | ﹤0.01% | 832 |
|
|
2024
Q3 | $4.59K | Hold |
74
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q2 | $3.92K | Buy |
74
+10
| +16% | +$530 | ﹤0.01% | 769 |
|
|
2024
Q1 | $3.42K | Hold |
64
| – | – | ﹤0.01% | 807 |
|
|
2023
Q4 | $3.34K | Sell |
64
-25
| -28% | -$1.31K | ﹤0.01% | 690 |
|
|
2023
Q3 | $4.51K | Hold |
89
| – | – | ﹤0.01% | 684 |
|
|
2023
Q2 | $5.2K | Sell |
89
-15
| -14% | -$876 | ﹤0.01% | 662 |
|
|
2023
Q1 | $6.36K | Sell |
104
-17
| -14% | -$1.04K | ﹤0.01% | 639 |
|
|
2022
Q4 | $7.62K | Sell |
121
-8
| -6% | -$503 | ﹤0.01% | 628 |
|
|
2022
Q3 | $8K | Buy |
129
+14
| +12% | +$868 | ﹤0.01% | 616 |
|
|
2022
Q2 | $7.5K | Buy |
+115
| New | +$7.5K | ﹤0.01% | 675 |
|
|
2022
Q1 | – | Sell |
-207
| Closed | -$14K | – | 514 |
|
|
2021
Q4 | $14K | Sell |
207
-775
| -79% | -$52.4K | 0.01% | 617 |
|
|
2021
Q3 | $62K | Buy |
982
+96
| +11% | +$6.06K | 0.03% | 334 |
|
|
2021
Q2 | $56K | Buy |
+886
| New | +$56K | 0.05% | 303 |
|