HM Payson & Co’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 588 |
|
|
2024
Q4 | $61.6K | Sell |
1,000
-5
| -0.5% | -$308 | ﹤0.01% | 609 |
|
|
2024
Q3 | $62.3K | Buy |
1,005
+5
| +0.5% | +$310 | ﹤0.01% | 592 |
|
|
2024
Q2 | $53K | Hold |
1,000
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $53.4K | Sell |
1,000
-125
| -11% | -$6.67K | ﹤0.01% | 580 |
|
|
2023
Q4 | $58.7K | Buy |
1,125
+125
| +13% | +$6.53K | ﹤0.01% | 566 |
|
|
2023
Q3 | $50.7K | Hold |
1,000
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $58.4K | Hold |
1,000
| – | – | ﹤0.01% | 551 |
|
|
2023
Q1 | $61.1K | Sell |
1,000
-25
| -2% | -$1.53K | ﹤0.01% | 541 |
|
|
2022
Q4 | $64.5K | Hold |
1,025
| – | – | ﹤0.01% | 524 |
|
|
2022
Q3 | $61K | Hold |
1,025
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $67K | Hold |
1,025
| – | – | ﹤0.01% | 535 |
|
|
2022
Q1 | $70K | Hold |
1,025
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $70K | Hold |
1,025
| – | – | ﹤0.01% | 554 |
|
|
2021
Q3 | $64K | Hold |
1,025
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $62K | Hold |
1,025
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $61K | Buy |
1,025
+25
| +3% | +$1.49K | ﹤0.01% | 569 |
|
|
2020
Q4 | $56K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
|
2020
Q3 | $51K | Hold |
1,000
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $59K | Hold |
1,000
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $55K | Hold |
1,000
| – | – | ﹤0.01% | 482 |
|
|
2019
Q4 | $65K | Hold |
1,000
| – | – | ﹤0.01% | 537 |
|
|
2019
Q3 | $67K | Hold |
1,000
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $60K | Buy |
+1,000
| New | +$60K | ﹤0.01% | 567 |
|