Financial Counselors Inc’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-70,565
| Closed | -$4.87M | – | 191 |
|
|
2025
Q1 | $4.87M | Buy |
70,565
+256
| +0.4% | +$16.8K | 0.07% | 200 |
|
|
2024
Q4 | $4.33M | Sell |
70,309
-3,590
| -5% | -$222K | 0.06% | 209 |
|
|
2024
Q3 | $4.58M | Buy |
73,899
+2,901
| +4% | +$169K | 0.07% | 206 |
|
|
2024
Q2 | $3.76M | Buy |
70,998
+761
| +1% | +$40.5K | 0.06% | 209 |
|
|
2024
Q1 | $3.75M | Sell |
70,237
-2,717
| -4% | -$139K | 0.06% | 211 |
|
|
2023
Q4 | $3.81M | Sell |
72,954
-1,468
| -2% | -$73.9K | 0.07% | 208 |
|
|
2023
Q3 | $3.77M | Sell |
74,422
-1,102
| -1% | -$62.6K | 0.08% | 198 |
|
|
2023
Q2 | $4.41M | Sell |
75,524
-1,705
| -2% | -$103K | 0.09% | 184 |
|
|
2023
Q1 | $4.72M | Buy |
77,229
+1,944
| +3% | +$118K | 0.1% | 171 |
|
|
2022
Q4 | $4.74M | Sell |
75,285
-6,688
| -8% | -$402K | 0.11% | 171 |
|
|
2022
Q3 | $4.87M | Buy |
81,973
+6,717
| +9% | +$452K | 0.12% | 161 |
|
|
2022
Q2 | $4.91M | Sell |
75,256
-1,133
| -1% | -$76.8K | 0.11% | 167 |
|
|
2022
Q1 | $5.22M | Sell |
76,389
-240
| -0.3% | -$15.5K | 0.11% | 174 |
|
|
2021
Q4 | $5.26M | Buy |
76,629
+1,390
| +2% | +$90.4K | 0.11% | 180 |
|
|
2021
Q3 | $4.68M | Sell |
75,239
-492
| -0.6% | -$32.3K | 0.1% | 187 |
|
|
2021
Q2 | $4.58M | Buy |
75,731
+318
| +0.4% | +$19.9K | 0.1% | 189 |
|
|
2021
Q1 | $4.49M | Sell |
75,413
-839
| -1% | -$46.4K | 0.1% | 185 |
|
|
2020
Q4 | $4.23M | Sell |
76,252
-1,657
| -2% | -$90.9K | 0.11% | 183 |
|
|
2020
Q3 | $3.96M | Sell |
77,909
-1,688
| -2% | -$94.4K | 0.12% | 170 |
|
|
2020
Q2 | $4.72M | Sell |
79,597
-1,419
| -2% | -$84K | 0.15% | 154 |
|
|
2020
Q1 | $4.46M | Buy |
81,016
+203
| +0.3% | +$13.3K | 0.2% | 132 |
|
|
2019
Q4 | $5.26M | Sell |
80,813
-851
| -1% | -$54.3K | 0.19% | 141 |
|
|
2019
Q3 | $5.44M | Buy |
81,664
+545
| +0.7% | +$34.5K | 0.21% | 136 |
|
|
2019
Q2 | $4.88M | Sell |
81,119
-500
| -0.6% | -$29.3K | 0.2% | 142 |
|
|
2019
Q1 | $4.74M | Buy |
81,619
+2,312
| +3% | +$132K | 0.2% | 136 |
|
|
2018
Q4 | $4.5M | Sell |
79,307
-8,349
| -10% | -$482K | 0.22% | 134 |
|
|
2018
Q3 | $4.81M | Buy |
87,656
+1,852
| +2% | +$105K | 0.21% | 137 |
|
|
2018
Q2 | $4.82M | Buy |
+85,804
| New | +$4.6M | 0.22% | 137 |
|
Other funds holding EVRG
N