Global Retirement Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
+2,620
| New | +$181K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $165K | Buy |
2,688
+655
| +32% | +$40.3K | ﹤0.01% | 1037 |
|
|
2024
Q3 | $126K | Buy |
2,033
+135
| +7% | +$8.37K | ﹤0.01% | 1124 |
|
|
2024
Q2 | $101K | Buy |
1,898
+175
| +10% | +$9.27K | ﹤0.01% | 1199 |
|
|
2024
Q1 | $91.9K | Sell |
1,723
-98
| -5% | -$5.23K | ﹤0.01% | 1122 |
|
|
2023
Q4 | $96.3K | Buy |
1,821
+216
| +13% | +$11.4K | ﹤0.01% | 1069 |
|
|
2023
Q3 | $78.1K | Sell |
1,605
-302
| -16% | -$14.7K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $111K | Sell |
1,907
-2,289
| -55% | -$134K | 0.01% | 900 |
|
|
2023
Q1 | $259K | Buy |
4,196
+2,193
| +109% | +$135K | 0.01% | 582 |
|
|
2022
Q4 | $126K | Buy |
2,003
+317
| +19% | +$20K | 0.01% | 745 |
|
|
2022
Q3 | $103K | Sell |
1,686
-557
| -25% | -$34K | 0.01% | 762 |
|
|
2022
Q2 | $146K | Buy |
2,243
+69
| +3% | +$4.49K | 0.01% | 638 |
|
|
2022
Q1 | $151K | Buy |
+2,174
| New | +$151K | 0.01% | 620 |
|
|
2021
Q4 | – | Sell |
-1,128
| Closed | -$70K | – | 690 |
|
|
2021
Q3 | $70K | Hold |
1,128
| – | – | 0.01% | 752 |
|
|
2021
Q2 | $68K | Sell |
1,128
-19
| -2% | -$1.15K | 0.01% | 747 |
|
|
2021
Q1 | $68K | Sell |
1,147
-364
| -24% | -$21.6K | 0.01% | 674 |
|
|
2020
Q4 | $84K | Buy |
1,511
+85
| +6% | +$4.73K | 0.01% | 569 |
|
|
2020
Q3 | $72K | Hold |
1,426
| – | – | 0.01% | 557 |
|
|
2020
Q2 | $85K | Buy |
1,426
+20
| +1% | +$1.19K | 0.01% | 516 |
|
|
2020
Q1 | $77K | Sell |
1,406
-8,839
| -86% | -$484K | 0.01% | 479 |
|
|
2019
Q4 | $667K | Buy |
10,245
+152
| +2% | +$9.9K | 0.1% | 192 |
|
|
2019
Q3 | $672K | Buy |
10,093
+8,612
| +581% | +$573K | 0.11% | 181 |
|
|
2019
Q2 | $89K | Sell |
1,481
-40
| -3% | -$2.4K | 0.02% | 481 |
|
|
2019
Q1 | $88K | Sell |
1,521
-59
| -4% | -$3.41K | 0.02% | 420 |
|
|
2018
Q4 | $90K | Buy |
1,580
+658
| +71% | +$37.5K | 0.02% | 399 |
|
|
2018
Q3 | $51K | Buy |
922
+467
| +103% | +$25.8K | 0.01% | 557 |
|
|
2018
Q2 | $26K | Buy |
+455
| New | +$26K | 0.01% | 714 |
|