Financial Gravity Asset Management’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-50	Closed	-$3.8K	–	821
2025 Q3	$3.8K	Buy	+50	New	+$3.56K	﹤0.01%	715
2024 Q2	–	Sell	-281	Closed	-$15K	–	1781
2024 Q1	$15K	Sell	281 -246	-47%	-$12.6K	﹤0.01%	620
2023 Q4	$26.1K	Buy	527 +84	+19%	+$4.23K	﹤0.01%	656
2023 Q3	$21.6K	Buy	443 +385	+664%	+$21.9K	﹤0.01%	544
2023 Q2	$12.9K	Sell	58 -3	-5%	-$181	0.04%	239
2023 Q1	$6.13K	Sell	61 -2	-3%	-$122	0.19%	118
2022 Q4	$6.19K	Sell	63 -940	-94%	-$56.5K	0.03%	359
2022 Q3	$4.83K	Sell	1,003 -232	-19%	-$15.6K	0.16%	118
2022 Q2	$5.45K	Buy	1,235 +1,167	+1,716%	+$79.2K	0.17%	115
2022 Q1	$19	Buy	+68	New	+$4.39K	﹤0.01%	714
2021 Q1	–	Sell	-4	Closed	–	–	819
2020 Q4	$0	Buy	+4	New	+$219	﹤0.01%	569
2020 Q2	–	Sell	-30	Closed	-$1.67K	–	284
2020 Q1	$1.67K	Sell	30 -70	-70%	-$4.6K	0.01%	420
2019 Q4	$65K	Buy	100 +1	+1%	+$64	0.04%	505
2019 Q3	$7K	Buy	99 +53	+115%	+$3.35K	0.01%	652
2019 Q2	$3K	Sell	46 -7	-13%	-$410	﹤0.01%	793
2019 Q1	$3K	Buy	+53	New	+$3.02K	﹤0.01%	826
2018 Q3	$8K	Hold	136	–	–	0.01%	620
2018 Q2	$8K	Buy	+136	New	+$7.28K	0.01%	613