Freedom Investment Management’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,607	Closed	-$620K	–	811
2024 Q1	$620K	Sell	11,607 -6,665	-36%	-$341K	0.05%	384
2023 Q4	$954K	Sell	18,272 -3,825	-17%	-$193K	0.08%	263
2023 Q3	$1.12M	Sell	22,097 -3,681	-14%	-$209K	0.14%	179
2023 Q2	$1.51M	Sell	25,778 -2,176	-8%	-$131K	0.17%	143
2023 Q1	$1.71M	Buy	27,954 +4,024	+17%	+$245K	0.19%	135
2022 Q4	$1.51M	Sell	23,930 -1,063	-4%	-$63.8K	0.17%	158
2022 Q3	$1.48M	Buy	24,993 +1,325	+6%	+$89.1K	0.17%	152
2022 Q2	$1.54M	Buy	23,668 +6,171	+35%	+$419K	0.16%	163
2022 Q1	$1.2M	Buy	17,497 +12,966	+286%	+$836K	0.11%	244
2021 Q4	$311K	Buy	4,531 +34	+0.8%	+$2.21K	0.02%	662
2021 Q3	$280K	Buy	4,497 +273	+6%	+$17.9K	0.02%	651
2021 Q2	$255K	Buy	4,224 +22	+0.5%	+$1.38K	0.02%	747
2021 Q1	$250K	Sell	4,202 -2,426	-37%	-$134K	0.02%	717
2020 Q4	$368K	Sell	6,628 -539	-8%	-$29.6K	0.04%	422
2020 Q3	$364K	Sell	7,167 -181	-2%	-$10.1K	0.04%	367
2020 Q2	$436K	Buy	7,348 +1,153	+19%	+$68.3K	0.05%	307
2020 Q1	$439K	Buy	6,195 +44	+0.7%	+$2.89K	0.04%	376
2019 Q4	$400K	Sell	6,151 -247	-4%	-$15.8K	0.04%	396
2019 Q3	$426K	Buy	6,398 +2,033	+47%	+$129K	0.04%	399
2019 Q2	$263K	Sell	4,365 -802	-16%	-$46.9K	0.02%	567
2019 Q1	$300K	Sell	5,167 -1,622	-24%	-$92.3K	0.02%	518
2018 Q4	$385K	Sell	6,789 -1,182	-15%	-$68.2K	0.03%	487
2018 Q3	$458K	Buy	7,971 +197	+3%	+$11.1K	0.03%	552
2018 Q2	$437K	Buy	+7,774	New	+$416K	0.03%	612