Heritage Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Hold |
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|
2025
Q1 | $45.4K | Hold |
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|
2024
Q4 | $40.5K | Hold |
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|
2024
Q3 | $40.8K | Hold |
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|
2024
Q2 | $34.9K | Hold |
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|
2024
Q1 | $35.1K | Sell |
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|
2023
Q4 | $41.8K | Hold |
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|
2023
Q3 | $40.6K | Hold |
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|
2023
Q2 | $46.7K | Hold |
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|
2023
Q1 | $48.9K | Hold |
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|
2022
Q4 | $50.3K | Hold |
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|
2022
Q3 | $47.5K | Hold |
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|
2022
Q2 | $52K | Buy |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $40.9K | Sell |
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|
2021
Q2 | $57.3K | Hold |
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|
2021
Q1 | $56.4K | Hold |
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|
2020
Q4 | $53K | Sell |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $67.7K | Hold |
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|
2020
Q1 | $62.9K | Hold |
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|
2019
Q4 | $74.3K | Hold |
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|
2019
Q3 | $76K | Sell |
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|
2019
Q2 | $82.9K | Hold |
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|
2019
Q1 | $80K | Buy |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $63K | Buy |
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