GoalVest Advisory’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
5,259
+163
| +3% | +$11.2K | 0.09% | 97 |
|
|
2025
Q1 | $351K | Buy |
5,096
+3
| +0.1% | +$207 | 0.1% | 93 |
|
|
2024
Q4 | $313K | Hold |
5,093
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $316K | Hold |
5,093
| – | – | 0.09% | 90 |
|
|
2024
Q2 | $270K | Hold |
5,093
| – | – | 0.09% | 91 |
|
|
2024
Q1 | $272K | Hold |
5,093
| – | – | 0.09% | 91 |
|
|
2023
Q4 | $266K | Hold |
5,093
| – | – | 0.12% | 58 |
|
|
2023
Q3 | $258K | Hold |
5,093
| – | – | 0.13% | 67 |
|
|
2023
Q2 | $298K | Hold |
5,093
| – | – | 0.15% | 68 |
|
|
2023
Q1 | $311K | Hold |
5,093
| – | – | 0.18% | 59 |
|
|
2022
Q4 | $321K | Hold |
5,093
| – | – | 0.21% | 61 |
|
|
2022
Q3 | $303K | Buy |
5,093
+1,110
| +28% | +$66K | 0.21% | 66 |
|
|
2022
Q2 | $255K | Buy |
+3,983
| New | +$255K | 0.16% | 109 |
|