Golden State Equity 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 | $309K | Sell |
4,484
-108
| -2% | -$7.44K | 0.06% | 334 |
|
|
2025
Q1 | $317K | Buy |
4,592
+642
| +16% | +$44.3K | 0.06% | 325 |
|
|
2024
Q4 | $243K | Buy |
+3,950
| New | +$243K | 0.05% | 373 |
|
|
2024
Q3 | – | Sell |
-3,950
| Closed | -$209K | – | 841 |
|
|
2024
Q2 | $209K | Buy |
+3,950
| New | +$209K | 0.04% | 377 |
|
|
2023
Q4 | $211K | Buy |
4,050
+39
| +1% | +$2.04K | 0.05% | 335 |
|
|
2023
Q3 | $203K | Buy |
4,011
+12
| +0.3% | +$608 | 0.06% | 312 |
|
|
2023
Q2 | $234K | Buy |
+3,999
| New | +$234K | 0.07% | 316 |
|