IHT Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
20,528
+212
| +1% | +$14.6K | 0.04% | 400 |
|
|
2025
Q1 | $1.4M | Sell |
20,316
-19,960
| -50% | -$1.38M | 0.04% | 372 |
|
|
2024
Q4 | $2.48M | Buy |
40,276
+30,402
| +308% | +$1.87M | 0.08% | 232 |
|
|
2024
Q3 | $611K | Buy |
9,874
+3,307
| +50% | +$205K | 0.02% | 657 |
|
|
2024
Q2 | $349K | Buy |
6,567
+88
| +1% | +$4.67K | 0.01% | 747 |
|
|
2024
Q1 | $346K | Sell |
6,479
-289
| -4% | -$15.4K | 0.01% | 749 |
|
|
2023
Q4 | $353K | Buy |
6,768
+181
| +3% | +$9.45K | 0.02% | 705 |
|
|
2023
Q3 | $334K | Buy |
6,587
+27
| +0.4% | +$1.37K | 0.02% | 687 |
|
|
2023
Q2 | $383K | Sell |
6,560
-6
| -0.1% | -$351 | 0.02% | 632 |
|
|
2023
Q1 | $401K | Buy |
6,566
+573
| +10% | +$35K | 0.02% | 588 |
|
|
2022
Q4 | $377K | Sell |
5,993
-1,582
| -21% | -$99.6K | 0.02% | 572 |
|
|
2022
Q3 | $450K | Buy |
7,575
+3,834
| +102% | +$228K | 0.03% | 484 |
|
|
2022
Q2 | $244K | Sell |
3,741
-177
| -5% | -$11.5K | 0.02% | 597 |
|
|
2022
Q1 | $268K | Buy |
3,918
+3
| +0.1% | +$205 | 0.02% | 607 |
|
|
2021
Q4 | $269K | Buy |
3,915
+3
| +0.1% | +$206 | 0.02% | 648 |
|
|
2021
Q3 | $243K | Sell |
3,912
-396
| -9% | -$24.6K | 0.02% | 670 |
|
|
2021
Q2 | $260K | Sell |
4,308
-249
| -5% | -$15K | 0.02% | 766 |
|
|
2021
Q1 | $271K | Buy |
4,557
+342
| +8% | +$20.3K | 0.02% | 664 |
|
|
2020
Q4 | $234K | Buy |
+4,215
| New | +$234K | 0.02% | 638 |
|
|
2020
Q1 | – | Sell |
-3,142
| Closed | -$205K | – | 584 |
|
|
2019
Q4 | $205K | Buy |
3,142
+1
| +0% | +$65 | 0.02% | 557 |
|
|
2019
Q3 | $209K | Buy |
+3,141
| New | +$209K | 0.03% | 540 |
|
|
2019
Q1 | – | Sell |
-5,437
| Closed | -$309K | – | 520 |
|
|
2018
Q4 | $309K | Buy |
5,437
+52
| +1% | +$2.96K | 0.06% | 324 |
|
|
2018
Q3 | $296K | Buy |
5,385
+13
| +0.2% | +$715 | 0.06% | 326 |
|
|
2018
Q2 | $302K | Buy |
+5,372
| New | +$302K | 0.08% | 302 |
|