IMA Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.3K | Hold |
553
| – | – | ﹤0.01% | 254 |
|
|
2025
Q4 | $40.1K | Sell |
553
-447
| -45% | -$33.9K | ﹤0.01% | 263 |
|
|
2025
Q3 | $76K | Hold |
1,000
| – | – | 0.01% | 213 |
|
|
2025
Q2 | $68.9K | Hold |
1,000
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $69K | Buy |
+1,000
| New | +$65.4K | 0.01% | 212 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$62K | – | 211 |
|
|
2024
Q3 | $62K | Buy |
+1,000
| New | +$58.2K | 0.01% | 171 |
|
|
2023
Q3 | – | Sell |
-2,509
| Closed | -$147K | – | 288 |
|
|
2023
Q2 | $147K | Sell |
2,509
-780
| -24% | -$47.1K | 0.04% | 140 |
|
|
2023
Q1 | $201K | Hold |
3,289
| – | – | 0.05% | 132 |
|
|
2022
Q4 | $207K | Hold |
3,289
| – | – | 0.05% | 134 |
|
|
2022
Q3 | $195K | Hold |
3,289
| – | – | 0.05% | 132 |
|
|
2022
Q2 | $215K | Hold |
3,289
| – | – | 0.05% | 137 |
|
|
2022
Q1 | $225K | Hold |
3,289
| – | – | 0.05% | 118 |
|
|
2021
Q4 | $226K | Hold |
3,289
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $205K | Hold |
3,289
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $199K | Hold |
3,289
| – | – | 0.05% | 126 |
|
|
2021
Q1 | $196K | Hold |
3,289
| – | – | 0.05% | 119 |
|
|
2020
Q4 | $183K | Hold |
3,289
| – | – | 0.05% | 113 |
|
|
2020
Q3 | $167K | Hold |
3,289
| – | – | 0.06% | 119 |
|
|
2020
Q2 | $195K | Hold |
3,289
| – | – | 0.07% | 112 |
|
|
2020
Q1 | $181K | Hold |
3,289
| – | – | 0.08% | 106 |
|
|
2019
Q4 | $214K | Hold |
3,289
| – | – | 0.08% | 102 |
|
|
2019
Q3 | $219K | Hold |
3,289
| – | – | 0.08% | 102 |
|
|
2019
Q2 | $198K | Hold |
3,289
| – | – | 0.07% | 104 |
|
|
2019
Q1 | $191K | Hold |
3,289
| – | – | 0.07% | 103 |
|
|
2018
Q4 | $187K | Hold |
3,289
| – | – | 0.09% | 106 |
|
|
2018
Q3 | $181K | Hold |
3,289
| – | – | 0.07% | 111 |
|
|
2018
Q2 | $185K | Buy |
+3,289
| New | +$176K | 0.08% | 112 |
|
Other funds holding EVRG
VCM
VPM
