HHM 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 | $143K | Hold |
2,074
| – | – | 0.02% | 245 |
|
|
2025
Q1 | $143K | Hold |
2,074
| – | – | 0.02% | 228 |
|
|
2024
Q4 | $128K | Hold |
2,074
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $129K | Hold |
2,074
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $110K | Buy |
2,074
+1,804
| +668% | +$95.6K | 0.02% | 234 |
|
|
2024
Q1 | $14.4K | Hold |
270
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $14.1K | Buy |
+270
| New | +$14.1K | ﹤0.01% | 458 |
|
|
2020
Q4 | – | Sell |
-239
| Closed | -$12K | – | 541 |
|
|
2020
Q3 | $12K | Hold |
239
| – | – | ﹤0.01% | 368 |
|
|
2020
Q2 | $14K | Hold |
239
| – | – | 0.01% | 343 |
|
|
2020
Q1 | $13K | Buy |
+239
| New | +$13K | 0.01% | 338 |
|