Independent Advisor Alliance’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
8,958
-1,268
| -12% | -$87.4K | 0.02% | 525 |
|
|
2025
Q1 | $705K | Sell |
10,226
-283
| -3% | -$19.5K | 0.02% | 443 |
|
|
2024
Q4 | $647K | Sell |
10,509
-13,978
| -57% | -$860K | 0.01% | 862 |
|
|
2024
Q3 | $1.52M | Buy |
24,487
+1,444
| +6% | +$89.5K | 0.06% | 260 |
|
|
2024
Q2 | $1.22M | Buy |
+23,043
| New | +$1.22M | 0.04% | 290 |
|
|
2023
Q2 | – | Sell |
-3,440
| Closed | -$210K | – | 680 |
|
|
2023
Q1 | $210K | Buy |
+3,440
| New | +$210K | 0.01% | 606 |
|
|
2022
Q2 | – | Sell |
-3,779
| Closed | -$258K | – | 646 |
|
|
2022
Q1 | $258K | Buy |
3,779
+1
| +0% | +$68 | 0.01% | 537 |
|
|
2021
Q4 | $259K | Sell |
3,778
-225
| -6% | -$15.4K | 0.01% | 560 |
|
|
2021
Q3 | $249K | Sell |
4,003
-412
| -9% | -$25.6K | 0.01% | 536 |
|
|
2021
Q2 | $267K | Buy |
4,415
+164
| +4% | +$9.92K | 0.01% | 529 |
|
|
2021
Q1 | $253K | Buy |
4,251
+93
| +2% | +$5.54K | 0.02% | 515 |
|
|
2020
Q4 | $231K | Sell |
4,158
-461
| -10% | -$25.6K | 0.02% | 485 |
|
|
2020
Q3 | $235K | Sell |
4,619
-149
| -3% | -$7.58K | 0.02% | 427 |
|
|
2020
Q2 | $283K | Sell |
4,768
-219
| -4% | -$13K | 0.03% | 374 |
|
|
2020
Q1 | $275K | Buy |
4,987
+167
| +3% | +$9.21K | 0.04% | 295 |
|
|
2019
Q4 | $314K | Hold |
4,820
| – | – | 0.01% | 666 |
|
|
2019
Q3 | $321K | Buy |
4,820
+251
| +5% | +$16.7K | 0.04% | 322 |
|
|
2019
Q2 | $275K | Buy |
4,569
+892
| +24% | +$53.7K | 0.04% | 314 |
|
|
2019
Q1 | $213K | Buy |
3,677
+51
| +1% | +$2.95K | 0.03% | 394 |
|
|
2018
Q4 | $206K | Buy |
+3,626
| New | +$206K | 0.04% | 366 |
|
|
2018
Q3 | – | Sell |
-4,515
| Closed | -$254K | – | 374 |
|
|
2018
Q2 | $254K | Buy |
+4,515
| New | +$254K | 0.05% | 268 |
|