FinTrust Capital Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $209K | Buy |
3,364
+200
| +6% | +$11.6K | 0.04% | 308 |
|
|
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% | +$132K | 0.03% | 297 |
|
|
2023
Q3 | $27.7K | Buy |
547
+193
| +55% | +$11K | 0.01% | 598 |
|
|
2023
Q2 | $22.3K | Hold |
354
| – | – | 0.01% | 627 |
|
|
2023
Q1 | $22.3K | Hold |
354
| – | – | 0.01% | 624 |
|
|
2022
Q4 | $22.3K | Hold |
354
| – | – | 0.01% | 622 |
|
|
2022
Q3 | $21K | Hold |
354
| – | – | 0.01% | 707 |
|
|
2022
Q2 | $23K | Hold |
354
| – | – | 0.01% | 699 |
|
|
2022
Q1 | $24K | Sell |
354
-119
| -25% | -$7.68K | 0.01% | 713 |
|
|
2021
Q4 | $32K | Hold |
473
| – | – | 0.01% | 622 |
|
|
2021
Q3 | $29K | Buy |
473
+119
| +34% | +$7.8K | 0.01% | 648 |
|
|
2021
Q2 | $21K | Hold |
354
| – | – | 0.01% | 749 |
|
|
2021
Q1 | $21K | Hold |
354
| – | – | 0.01% | 703 |
|
|
2020
Q4 | $20K | Hold |
354
| – | – | 0.01% | 680 |
|
|
2020
Q3 | $18 | Hold |
354
| – | – | ﹤0.01% | 672 |
|
|
2020
Q2 | $21K | Hold |
354
| – | – | 0.01% | 615 |
|
|
2020
Q1 | $19K | Hold |
354
| – | – | 0.01% | 628 |
|
|
2019
Q4 | $23K | Hold |
354
| – | – | 0.01% | 604 |
|
|
2019
Q3 | $24K | Hold |
354
| – | – | 0.01% | 615 |
|
|
2019
Q2 | $21K | Hold |
354
| – | – | 0.01% | 593 |
|
|
2019
Q1 | $21K | Sell |
354
-624
| -64% | -$35.5K | 0.01% | 596 |
|
|
2018
Q4 | $55K | Buy |
+978
| New | +$56.5K | 0.03% | 363 |
|
Other funds holding EVRG
ZP
