EverSource Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
1,865
+129
| +7% | +$8.89K | 0.01% | 1063 |
|
|
2025
Q1 | $120K | Buy |
1,736
+1,257
| +262% | +$86.7K | 0.01% | 844 |
|
|
2024
Q4 | $29.5K | Sell |
479
-18
| -4% | -$1.11K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $30.8K | Sell |
497
-162
| -25% | -$10K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $38.2K | Buy |
659
+45
| +7% | +$2.61K | ﹤0.01% | 1219 |
|
|
2024
Q1 | $32.2K | Sell |
614
-384
| -38% | -$20.1K | ﹤0.01% | 1160 |
|
|
2023
Q4 | $52.1K | Buy |
998
+748
| +299% | +$39K | ﹤0.01% | 882 |
|
|
2023
Q3 | $12.7K | Buy |
250
+29
| +13% | +$1.47K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $12.9K | Buy |
221
+7
| +3% | +$409 | ﹤0.01% | 1332 |
|
|
2023
Q1 | $13.1K | Buy |
214
+14
| +7% | +$856 | ﹤0.01% | 1256 |
|
|
2022
Q4 | $12.6K | Buy |
200
+61
| +44% | +$3.84K | ﹤0.01% | 1246 |
|
|
2022
Q3 | $8K | Buy |
139
+97
| +231% | +$5.58K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $3K | Sell |
42
-61
| -59% | -$4.36K | ﹤0.01% | 1392 |
|
|
2022
Q1 | $7K | Buy |
103
+33
| +47% | +$2.24K | ﹤0.01% | 1133 |
|
|
2021
Q4 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 1254 |
|