Forvis Mazars Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
6,678
+77
| +1% | +$5.31K | 0.01% | 298 |
|
|
2025
Q1 | $455K | Buy |
6,601
+724
| +12% | +$49.9K | 0.01% | 294 |
|
|
2024
Q4 | $362K | Hold |
5,877
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $364K | Sell |
5,877
-150
| -2% | -$9.3K | 0.01% | 355 |
|
|
2024
Q2 | $319K | Sell |
6,027
-132
| -2% | -$6.99K | 0.01% | 345 |
|
|
2024
Q1 | $329K | Buy |
6,159
+169
| +3% | +$9.02K | 0.01% | 336 |
|
|
2023
Q4 | $313K | Hold |
5,990
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $304K | Hold |
5,990
| – | – | 0.01% | 331 |
|
|
2023
Q2 | $350K | Sell |
5,990
-1
| -0% | -$58 | 0.01% | 337 |
|
|
2023
Q1 | $366K | Buy |
5,991
+1
| +0% | +$61 | 0.01% | 304 |
|
|
2022
Q4 | $377K | Hold |
5,990
| – | – | 0.01% | 294 |
|
|
2022
Q3 | $356K | Hold |
5,990
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $391K | Buy |
5,990
+2,670
| +80% | +$174K | 0.02% | 284 |
|
|
2022
Q1 | $227K | Buy |
+3,320
| New | +$227K | 0.01% | 277 |
|
|
2020
Q4 | – | Sell |
-4,073
| Closed | -$207K | – | 355 |
|
|
2020
Q3 | $207K | Sell |
4,073
-856
| -17% | -$43.5K | 0.01% | 312 |
|
|
2020
Q2 | $292K | Buy |
4,929
+262
| +6% | +$15.5K | 0.02% | 254 |
|
|
2020
Q1 | $257K | Sell |
4,667
-172
| -4% | -$9.47K | 0.02% | 244 |
|
|
2019
Q4 | $315K | Buy |
+4,839
| New | +$315K | 0.02% | 236 |
|