Horizon Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
25,752
+22,399
| +668% | +$1.54M | 0.03% | 416 |
|
|
2025
Q1 | $231K | Buy |
3,353
+158
| +5% | +$10.9K | 0.01% | 520 |
|
|
2024
Q4 | $197K | Buy |
3,195
+39
| +1% | +$2.4K | 0.01% | 545 |
|
|
2024
Q3 | $196K | Sell |
3,156
-533
| -14% | -$33.1K | 0.01% | 543 |
|
|
2024
Q2 | $195K | Buy |
3,689
+34
| +0.9% | +$1.8K | 0.01% | 550 |
|
|
2024
Q1 | $195K | Buy |
3,655
+94
| +3% | +$5.02K | 0.01% | 554 |
|
|
2023
Q4 | $186K | Buy |
3,561
+151
| +4% | +$7.88K | 0.01% | 542 |
|
|
2023
Q3 | $173K | Hold |
3,410
| – | – | 0.01% | 544 |
|
|
2023
Q2 | $199K | Sell |
3,410
-131
| -4% | -$7.65K | 0.01% | 517 |
|
|
2023
Q1 | $216K | Buy |
+3,541
| New | +$216K | 0.01% | 496 |
|
|
2022
Q2 | – | Sell |
-6,488
| Closed | -$443K | – | 482 |
|
|
2022
Q1 | $443K | Buy |
6,488
+1,138
| +21% | +$77.7K | 0.01% | 371 |
|
|
2021
Q4 | $367K | Buy |
5,350
+1,812
| +51% | +$124K | 0.01% | 379 |
|
|
2021
Q3 | $220K | Sell |
3,538
-890
| -20% | -$55.3K | 0.01% | 442 |
|
|
2021
Q2 | $268K | Buy |
+4,428
| New | +$268K | 0.01% | 412 |
|
|
2020
Q3 | – | Sell |
-11,400
| Closed | -$676K | – | 404 |
|
|
2020
Q2 | $676K | Buy |
+11,400
| New | +$676K | 0.02% | 293 |
|
|
2020
Q1 | – | Sell |
-10,803
| Closed | -$703K | – | 350 |
|
|
2019
Q4 | $703K | Buy |
+10,803
| New | +$703K | 0.03% | 218 |
|
|
2019
Q3 | – | Sell |
-4,806
| Closed | -$289K | – | 449 |
|
|
2019
Q2 | $289K | Sell |
4,806
-19,737
| -80% | -$1.19M | 0.01% | 389 |
|
|
2019
Q1 | $1.43M | Buy |
24,543
+1,972
| +9% | +$114K | 0.05% | 146 |
|
|
2018
Q4 | $1.28M | Buy |
+22,571
| New | +$1.28M | 0.06% | 132 |
|