Exencial Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13M | Sell |
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|
2025
Q2 | $11.9M | Sell |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $11.2M | Sell |
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|
2024
Q3 | $11.6M | Sell |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $10.9M | Sell |
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|
2023
Q2 | $13.1M | Sell |
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|
2023
Q1 | $13.8M | Sell |
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|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $2.22M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $3.02M | Buy |
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