Equitable Holdings’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $326K | Sell |
4,729
-216
| -4% | -$14.9K | ﹤0.01% | 1165 |
|
2025
Q1 | $341K | Sell |
4,945
-525
| -10% | -$36.2K | ﹤0.01% | 1048 |
|
2024
Q4 | $337K | Sell |
5,470
-782
| -13% | -$48.1K | ﹤0.01% | 1005 |
|
2024
Q3 | $388K | Buy |
6,252
+299
| +5% | +$18.5K | ﹤0.01% | 944 |
|
2024
Q2 | $315K | Sell |
5,953
-508
| -8% | -$26.9K | ﹤0.01% | 977 |
|
2024
Q1 | $345K | Sell |
6,461
-205
| -3% | -$10.9K | ﹤0.01% | 917 |
|
2023
Q4 | $348K | Sell |
6,666
-879
| -12% | -$45.9K | ﹤0.01% | 890 |
|
2023
Q3 | $383K | Sell |
7,545
-876
| -10% | -$44.4K | 0.01% | 805 |
|
2023
Q2 | $492K | Buy |
8,421
+133
| +2% | +$7.77K | 0.01% | 707 |
|
2023
Q1 | $507K | Buy |
8,288
+4,499
| +119% | +$275K | 0.01% | 644 |
|
2022
Q4 | $238K | Buy |
+3,789
| New | +$238K | ﹤0.01% | 798 |
|
2022
Q1 | – | Sell |
-3,949
| Closed | -$271K | – | 882 |
|
2021
Q4 | $271K | Buy |
+3,949
| New | +$271K | ﹤0.01% | 739 |
|