HB Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
8,914
+141
| +2% | +$9.72K | ﹤0.01% | 659 |
|
|
2025
Q1 | $605K | Buy |
8,773
+829
| +10% | +$57.2K | 0.01% | 691 |
|
|
2024
Q4 | $489K | Buy |
7,944
+506
| +7% | +$31.1K | 0.01% | 623 |
|
|
2024
Q3 | $461K | Buy |
7,438
+460
| +7% | +$28.5K | ﹤0.01% | 605 |
|
|
2024
Q2 | $370K | Buy |
6,978
+1,253
| +22% | +$66.4K | ﹤0.01% | 629 |
|
|
2024
Q1 | $306K | Buy |
5,725
+1,060
| +23% | +$56.6K | ﹤0.01% | 647 |
|
|
2023
Q4 | $244K | Buy |
+4,665
| New | +$244K | ﹤0.01% | 681 |
|