Glass Jacobson Investment 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 | $69.6K | Hold |
1,010
| – | – | 0.03% | 259 |
|
|
2025
Q1 | $62.2K | Hold |
1,010
| – | – | 0.02% | 347 |
|
|
2024
Q4 | $62.2K | Hold |
1,010
| – | – | 0.02% | 347 |
|
|
2024
Q3 | $62.6K | Hold |
1,010
| – | – | 0.02% | 331 |
|
|
2024
Q2 | $53.5K | Hold |
1,010
| – | – | 0.02% | 333 |
|
|
2024
Q1 | $53.9K | Hold |
1,010
| – | – | 0.02% | 337 |
|
|
2023
Q4 | $52.7K | Hold |
1,010
| – | – | 0.02% | 326 |
|
|
2023
Q3 | $51.2K | Hold |
1,010
| – | – | 0.02% | 324 |
|
|
2023
Q2 | $59K | Buy |
+1,010
| New | +$59K | 0.03% | 315 |
|
|
2022
Q4 | $63.6K | Buy |
+1,010
| New | +$63.6K | 0.03% | 312 |
|