Freedom Investment Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,607
| Closed | -$620K | – | 811 |
|
|
2024
Q1 | $620K | Sell |
11,607
-6,665
| -36% | -$356K | 0.05% | 384 |
|
|
2023
Q4 | $954K | Sell |
18,272
-3,825
| -17% | -$200K | 0.08% | 263 |
|
|
2023
Q3 | $1.12M | Sell |
22,097
-3,681
| -14% | -$187K | 0.14% | 179 |
|
|
2023
Q2 | $1.51M | Sell |
25,778
-2,176
| -8% | -$127K | 0.17% | 143 |
|
|
2023
Q1 | $1.71M | Buy |
27,954
+4,024
| +17% | +$246K | 0.19% | 135 |
|
|
2022
Q4 | $1.51M | Sell |
23,930
-1,063
| -4% | -$66.9K | 0.17% | 158 |
|
|
2022
Q3 | $1.48M | Buy |
24,993
+1,325
| +6% | +$78.7K | 0.17% | 152 |
|
|
2022
Q2 | $1.54M | Buy |
23,668
+6,171
| +35% | +$403K | 0.16% | 163 |
|
|
2022
Q1 | $1.2M | Buy |
17,497
+12,966
| +286% | +$886K | 0.11% | 244 |
|
|
2021
Q4 | $311K | Buy |
4,531
+34
| +0.8% | +$2.33K | 0.02% | 662 |
|
|
2021
Q3 | $280K | Buy |
4,497
+273
| +6% | +$17K | 0.02% | 651 |
|
|
2021
Q2 | $255K | Buy |
4,224
+22
| +0.5% | +$1.33K | 0.02% | 747 |
|
|
2021
Q1 | $250K | Sell |
4,202
-2,426
| -37% | -$144K | 0.02% | 717 |
|
|
2020
Q4 | $368K | Sell |
6,628
-539
| -8% | -$29.9K | 0.04% | 422 |
|
|
2020
Q3 | $364K | Sell |
7,167
-181
| -2% | -$9.19K | 0.04% | 367 |
|
|
2020
Q2 | $436K | Buy |
7,348
+1,153
| +19% | +$68.4K | 0.05% | 307 |
|
|
2020
Q1 | $439K | Buy |
6,195
+44
| +0.7% | +$3.12K | 0.04% | 376 |
|
|
2019
Q4 | $400K | Sell |
6,151
-247
| -4% | -$16.1K | 0.04% | 396 |
|
|
2019
Q3 | $426K | Buy |
6,398
+2,033
| +47% | +$135K | 0.04% | 399 |
|
|
2019
Q2 | $263K | Sell |
4,365
-802
| -16% | -$48.3K | 0.02% | 567 |
|
|
2019
Q1 | $300K | Sell |
5,167
-1,622
| -24% | -$94.2K | 0.02% | 518 |
|
|
2018
Q4 | $385K | Sell |
6,789
-1,182
| -15% | -$67K | 0.03% | 487 |
|
|
2018
Q3 | $458K | Buy |
7,971
+197
| +3% | +$11.3K | 0.03% | 552 |
|
|
2018
Q2 | $437K | Buy |
+7,774
| New | +$437K | 0.03% | 612 |
|