Farther Finance 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 | $436K | Buy |
6,325
+257
| +4% | +$17.7K | 0.01% | 973 |
|
2025
Q1 | $419K | Buy |
6,068
+3,363
| +124% | +$232K | 0.01% | 857 |
|
2024
Q4 | $166K | Buy |
2,705
+468
| +21% | +$28.8K | 0.01% | 1068 |
|
2024
Q3 | $139K | Buy |
2,237
+75
| +3% | +$4.65K | 0.01% | 1160 |
|
2024
Q2 | $114K | Buy |
2,162
+77
| +4% | +$4.06K | 0.01% | 1078 |
|
2024
Q1 | $110K | Buy |
2,085
+1,481
| +245% | +$78.1K | 0.01% | 920 |
|
2023
Q4 | $31.6K | Buy |
604
+320
| +113% | +$16.7K | ﹤0.01% | 1184 |
|
2023
Q3 | $14.4K | Buy |
284
+88
| +45% | +$4.46K | ﹤0.01% | 1178 |
|
2023
Q2 | $11.5K | Sell |
196
-9
| -4% | -$526 | ﹤0.01% | 1154 |
|
2023
Q1 | $12.5K | Sell |
205
-27
| -12% | -$1.65K | ﹤0.01% | 1041 |
|
2022
Q4 | $14.6K | Buy |
+232
| New | +$14.6K | 0.01% | 827 |
|