Heritage Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.4K | Hold |
658
| – | – | ﹤0.01% | 308 |
|
|
2025
Q1 | $45.4K | Hold |
658
| – | – | ﹤0.01% | 307 |
|
|
2024
Q4 | $40.5K | Hold |
658
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $40.8K | Hold |
658
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $34.9K | Hold |
658
| – | – | ﹤0.01% | 342 |
|
|
2024
Q1 | $35.1K | Sell |
658
-142
| -18% | -$7.58K | ﹤0.01% | 356 |
|
|
2023
Q4 | $41.8K | Hold |
800
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $40.6K | Hold |
800
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $46.7K | Hold |
800
| – | – | ﹤0.01% | 330 |
|
|
2023
Q1 | $48.9K | Hold |
800
| – | – | ﹤0.01% | 324 |
|
|
2022
Q4 | $50.3K | Hold |
800
| – | – | ﹤0.01% | 326 |
|
|
2022
Q3 | $47.5K | Hold |
800
| – | – | ﹤0.01% | 302 |
|
|
2022
Q2 | $52K | Buy |
800
+142
| +22% | +$9.23K | ﹤0.01% | 324 |
|
|
2022
Q1 | $45K | Hold |
658
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $45K | Hold |
658
| – | – | ﹤0.01% | 338 |
|
|
2021
Q3 | $40.9K | Sell |
658
-290
| -31% | -$18K | ﹤0.01% | 335 |
|
|
2021
Q2 | $57.3K | Hold |
948
| – | – | ﹤0.01% | 315 |
|
|
2021
Q1 | $56.4K | Hold |
948
| – | – | ﹤0.01% | 320 |
|
|
2020
Q4 | $53K | Sell |
948
-194
| -17% | -$10.8K | ﹤0.01% | 317 |
|
|
2020
Q3 | $58K | Hold |
1,142
| – | – | 0.01% | 256 |
|
|
2020
Q2 | $67.7K | Hold |
1,142
| – | – | 0.01% | 237 |
|
|
2020
Q1 | $62.9K | Hold |
1,142
| – | – | 0.01% | 235 |
|
|
2019
Q4 | $74.3K | Hold |
1,142
| – | – | 0.01% | 266 |
|
|
2019
Q3 | $76K | Sell |
1,142
-236
| -17% | -$15.7K | 0.01% | 237 |
|
|
2019
Q2 | $82.9K | Hold |
1,378
| – | – | 0.01% | 212 |
|
|
2019
Q1 | $80K | Buy |
1,378
+224
| +19% | +$13K | 0.01% | 194 |
|
|
2018
Q4 | $65K | Hold |
1,154
| – | – | 0.01% | 178 |
|
|
2018
Q3 | $63K | Buy |
+1,154
| New | +$63K | 0.01% | 179 |
|