Horizon Investment Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,302
| Closed | -$297K | – | 126 |
|
|
2025
Q1 | $297K | Buy |
4,302
+63
| +1% | +$4.34K | 0.14% | 92 |
|
|
2024
Q4 | $261K | Sell |
4,239
-5
| -0.1% | -$308 | 0.11% | 107 |
|
|
2024
Q3 | $263K | Buy |
+4,244
| New | +$263K | 0.11% | 107 |
|
|
2023
Q3 | – | Sell |
-4,471
| Closed | -$261K | – | 107 |
|
|
2023
Q2 | $261K | Sell |
4,471
-228
| -5% | -$13.3K | 0.16% | 91 |
|
|
2023
Q1 | $287K | Sell |
4,699
-654
| -12% | -$40K | 0.18% | 90 |
|
|
2022
Q4 | $337K | Sell |
5,353
-132
| -2% | -$8.31K | 0.24% | 82 |
|
|
2022
Q3 | $326K | Buy |
5,485
+106
| +2% | +$6.3K | 0.24% | 76 |
|
|
2022
Q2 | $351K | Buy |
5,379
+345
| +7% | +$22.5K | 0.23% | 80 |
|
|
2022
Q1 | $344K | Sell |
5,034
-79
| -2% | -$5.4K | 0.18% | 90 |
|
|
2021
Q4 | $351K | Sell |
5,113
-8
| -0.2% | -$549 | 0.16% | 97 |
|
|
2021
Q3 | $319K | Buy |
5,121
+255
| +5% | +$15.9K | 0.16% | 96 |
|
|
2021
Q2 | $294K | Sell |
4,866
-13
| -0.3% | -$785 | 0.14% | 94 |
|
|
2021
Q1 | $290K | Sell |
4,879
-102
| -2% | -$6.06K | 0.16% | 95 |
|
|
2020
Q4 | $277K | Sell |
4,981
-230
| -4% | -$12.8K | 0.17% | 94 |
|
|
2020
Q3 | $265K | Sell |
5,211
-570
| -10% | -$29K | 0.18% | 89 |
|
|
2020
Q2 | $343K | Sell |
5,781
-399
| -6% | -$23.7K | 0.24% | 77 |
|
|
2020
Q1 | $340K | Sell |
6,180
-38
| -0.6% | -$2.09K | 0.3% | 72 |
|
|
2019
Q4 | $405K | Sell |
6,218
-1,137
| -15% | -$74.1K | 0.27% | 78 |
|
|
2019
Q3 | $490K | Buy |
+7,355
| New | +$490K | 0.33% | 69 |
|
|
2019
Q1 | – | Sell |
-12,117
| Closed | -$688K | – | 90 |
|
|
2018
Q4 | $688K | Sell |
12,117
-3,088
| -20% | -$175K | 0.54% | 41 |
|
|
2018
Q3 | $835K | Sell |
15,205
-720
| -5% | -$39.5K | 0.44% | 46 |
|
|
2018
Q2 | $894K | Buy |
+15,925
| New | +$894K | 0.44% | 48 |
|