Gries Financial’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Hold	3,484	–	–	0.04%	249
2025 Q1	$240K	Buy	3,484 +65	+2%	+$4.48K	0.05%	240
2024 Q4	$210K	Buy	3,419 +45	+1%	+$2.77K	0.04%	258
2024 Q3	$209K	Buy	+3,374	New	+$209K	0.04%	261