Gradient Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
4,896
+1,235
| +34% | +$85.1K | 0.01% | 313 |
|
|
2025
Q1 | $252K | Buy |
+3,661
| New | +$252K | 0.01% | 294 |
|
|
2024
Q3 | – | Sell |
-112
| Closed | -$5.93K | – | 625 |
|
|
2024
Q2 | $5.93K | Buy |
112
+52
| +87% | +$2.76K | ﹤0.01% | 831 |
|
|
2024
Q1 | $3.2K | Sell |
60
-579
| -91% | -$30.9K | ﹤0.01% | 783 |
|
|
2023
Q4 | $33.4K | Sell |
639
-490
| -43% | -$25.6K | ﹤0.01% | 618 |
|
|
2023
Q3 | $57.2K | Buy |
1,129
+481
| +74% | +$24.4K | ﹤0.01% | 476 |
|
|
2023
Q2 | $37.9K | Sell |
648
-44
| -6% | -$2.57K | ﹤0.01% | 560 |
|
|
2023
Q1 | $42.3K | Sell |
692
-13
| -2% | -$795 | ﹤0.01% | 524 |
|
|
2022
Q4 | $44.4K | Buy |
705
+76
| +12% | +$4.78K | ﹤0.01% | 523 |
|
|
2022
Q3 | $37K | Hold |
629
| – | – | ﹤0.01% | 527 |
|
|
2022
Q2 | $41K | Sell |
629
-299
| -32% | -$19.5K | ﹤0.01% | 509 |
|
|
2022
Q1 | $63K | Buy |
928
+10
| +1% | +$679 | ﹤0.01% | 436 |
|
|
2021
Q4 | $63K | Hold |
918
| – | – | ﹤0.01% | 442 |
|
|
2021
Q3 | $57K | Sell |
918
-40
| -4% | -$2.48K | ﹤0.01% | 461 |
|
|
2021
Q2 | $58K | Hold |
958
| – | – | ﹤0.01% | 451 |
|
|
2021
Q1 | $57K | Sell |
958
-52
| -5% | -$3.09K | ﹤0.01% | 447 |
|
|
2020
Q4 | $51K | Hold |
1,010
| – | – | ﹤0.01% | 403 |
|
|
2020
Q3 | $51K | Hold |
1,010
| – | – | ﹤0.01% | 406 |
|
|
2020
Q2 | $60K | Hold |
1,010
| – | – | ﹤0.01% | 364 |
|
|
2020
Q1 | $56K | Hold |
1,010
| – | – | ﹤0.01% | 335 |
|
|
2019
Q4 | $66K | Hold |
1,010
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $67K | Hold |
1,010
| – | – | ﹤0.01% | 338 |
|
|
2019
Q2 | $61K | Buy |
1,010
+100
| +11% | +$6.04K | ﹤0.01% | 357 |
|
|
2019
Q1 | $53K | Sell |
910
-71
| -7% | -$4.14K | ﹤0.01% | 330 |
|
|
2018
Q4 | $56K | Hold |
981
| – | – | ﹤0.01% | 326 |
|
|
2018
Q3 | $54K | Sell |
981
-200
| -17% | -$11K | ﹤0.01% | 347 |
|
|
2018
Q2 | $66K | Buy |
+1,181
| New | +$66K | ﹤0.01% | 308 |
|