Exencial 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 | $11.9M | Sell |
173,255
-8,243
| -5% | -$568K | 0.42% | 74 |
|
|
2025
Q1 | $12.5M | Sell |
181,498
-1,163
| -0.6% | -$80.2K | 0.46% | 66 |
|
|
2024
Q4 | $11.2M | Sell |
182,661
-5,096
| -3% | -$314K | 0.41% | 70 |
|
|
2024
Q3 | $11.6M | Sell |
187,757
-6,806
| -3% | -$422K | 0.42% | 76 |
|
|
2024
Q2 | $10.3M | Sell |
194,563
-14,892
| -7% | -$789K | 0.39% | 77 |
|
|
2024
Q1 | $11.2M | Buy |
209,455
+366
| +0.2% | +$19.5K | 0.42% | 76 |
|
|
2023
Q4 | $10.9M | Sell |
209,089
-5,003
| -2% | -$261K | 0.44% | 69 |
|
|
2023
Q3 | $10.9M | Sell |
214,092
-10,702
| -5% | -$543K | 0.53% | 60 |
|
|
2023
Q2 | $13.1M | Sell |
224,794
-186
| -0.1% | -$10.9K | 0.6% | 57 |
|
|
2023
Q1 | $13.8M | Sell |
224,980
-4,187
| -2% | -$256K | 0.71% | 45 |
|
|
2022
Q4 | $14.4M | Buy |
229,167
+199,261
| +666% | +$12.5M | 0.77% | 37 |
|
|
2022
Q3 | $1.78M | Sell |
29,906
-2,894
| -9% | -$172K | 0.11% | 169 |
|
|
2022
Q2 | $2.14M | Buy |
32,800
+301
| +0.9% | +$19.6K | 0.12% | 163 |
|
|
2022
Q1 | $2.22M | Buy |
32,499
+1,801
| +6% | +$123K | 0.11% | 179 |
|
|
2021
Q4 | $2.11M | Buy |
30,698
+1,097
| +4% | +$75.3K | 0.1% | 184 |
|
|
2021
Q3 | $1.84M | Sell |
29,601
-11
| -0% | -$684 | 0.08% | 156 |
|
|
2021
Q2 | $1.79M | Buy |
29,612
+1,938
| +7% | +$117K | 0.1% | 186 |
|
|
2021
Q1 | $1.65M | Sell |
27,674
-201
| -0.7% | -$12K | 0.1% | 184 |
|
|
2020
Q4 | $1.55M | Sell |
27,875
-31,456
| -53% | -$1.75M | 0.11% | 170 |
|
|
2020
Q3 | $3.02M | Buy |
+59,331
| New | +$3.02M | 0.16% | 150 |
|