FinTrust Capital Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $209K | Buy |
3,364
+200
| +6% | +$12.4K | 0.04% | 306 |
|
|
2024
Q2 | $168K | Hold |
3,164
| – | – | 0.03% | 315 |
|
|
2024
Q1 | $169K | Hold |
3,164
| – | – | 0.03% | 306 |
|
|
2023
Q4 | $165K | Buy |
3,164
+2,617
| +478% | +$137K | 0.03% | 297 |
|
|
2023
Q3 | $27.7K | Buy |
547
+193
| +55% | +$9.79K | 0.01% | 591 |
|
|
2023
Q2 | $22.3K | Hold |
354
| – | – | 0.01% | 622 |
|
|
2023
Q1 | $22.3K | Hold |
354
| – | – | 0.01% | 621 |
|
|
2022
Q4 | $22.3K | Hold |
354
| – | – | 0.01% | 620 |
|
|
2022
Q3 | $21K | Hold |
354
| – | – | 0.01% | 705 |
|
|
2022
Q2 | $23K | Hold |
354
| – | – | 0.01% | 697 |
|
|
2022
Q1 | $24K | Sell |
354
-119
| -25% | -$8.07K | 0.01% | 709 |
|
|
2021
Q4 | $32K | Hold |
473
| – | – | 0.01% | 617 |
|
|
2021
Q3 | $29K | Buy |
473
+119
| +34% | +$7.3K | 0.01% | 640 |
|
|
2021
Q2 | $21K | Hold |
354
| – | – | 0.01% | 736 |
|
|
2021
Q1 | $21K | Hold |
354
| – | – | 0.01% | 695 |
|
|
2020
Q4 | $20K | Hold |
354
| – | – | 0.01% | 671 |
|
|
2020
Q3 | $18 | Hold |
354
| – | – | ﹤0.01% | 664 |
|
|
2020
Q2 | $21K | Hold |
354
| – | – | 0.01% | 610 |
|
|
2020
Q1 | $19K | Hold |
354
| – | – | 0.01% | 625 |
|
|
2019
Q4 | $23K | Hold |
354
| – | – | 0.01% | 602 |
|
|
2019
Q3 | $24K | Hold |
354
| – | – | 0.01% | 594 |
|
|
2019
Q2 | $21K | Hold |
354
| – | – | 0.01% | 588 |
|
|
2019
Q1 | $21K | Sell |
354
-624
| -64% | -$37K | 0.01% | 591 |
|
|
2018
Q4 | $55K | Buy |
+978
| New | +$55K | 0.03% | 357 |
|