FineMark National Bank & Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
8,835
-7
| -0.1% | -$483 | 0.02% | 275 |
|
|
2025
Q1 | $610K | Hold |
8,842
| – | – | 0.02% | 267 |
|
|
2024
Q4 | $544K | Sell |
8,842
-26
| -0.3% | -$1.6K | 0.02% | 272 |
|
|
2024
Q3 | $550K | Sell |
8,868
-40
| -0.4% | -$2.48K | 0.02% | 273 |
|
|
2024
Q2 | $472K | Buy |
8,908
+2,716
| +44% | +$144K | 0.02% | 289 |
|
|
2024
Q1 | $331K | Sell |
6,192
-1,014
| -14% | -$54.1K | 0.01% | 338 |
|
|
2023
Q4 | $376K | Sell |
7,206
-1,282
| -15% | -$66.9K | 0.02% | 305 |
|
|
2023
Q3 | $430K | Sell |
8,488
-4,862
| -36% | -$247K | 0.02% | 287 |
|
|
2023
Q2 | $780K | Buy |
13,350
+86
| +0.6% | +$5.02K | 0.03% | 227 |
|
|
2023
Q1 | $811K | Sell |
13,264
-941
| -7% | -$57.5K | 0.03% | 214 |
|
|
2022
Q4 | $894K | Sell |
14,205
-38,682
| -73% | -$2.43M | 0.04% | 196 |
|
|
2022
Q3 | $3.14M | Buy |
52,887
+466
| +0.9% | +$27.7K | 0.15% | 123 |
|
|
2022
Q2 | $3.42M | Sell |
52,421
-23,817
| -31% | -$1.55M | 0.15% | 122 |
|
|
2022
Q1 | $5.21M | Buy |
76,238
+3,279
| +4% | +$224K | 0.21% | 104 |
|
|
2021
Q4 | $5.01M | Sell |
72,959
-414
| -0.6% | -$28.4K | 0.19% | 106 |
|
|
2021
Q3 | $4.56M | Buy |
73,373
+3,917
| +6% | +$244K | 0.19% | 106 |
|
|
2021
Q2 | $4.2M | Buy |
69,456
+309
| +0.4% | +$18.7K | 0.17% | 113 |
|
|
2021
Q1 | $4.12M | Buy |
69,147
+205
| +0.3% | +$12.2K | 0.17% | 109 |
|
|
2020
Q4 | $3.83M | Buy |
68,942
+9,439
| +16% | +$524K | 0.17% | 101 |
|
|
2020
Q3 | $3.02M | Buy |
+59,503
| New | +$3.02M | 0.15% | 105 |
|