Independent Advisor Alliance’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $647K | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.22M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | $314K | Hold |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $275K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $254K | Buy |
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