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
2026 Q1	$371K	Sell	4,533 -155	-3%	-$12.2K	﹤0.01%	1237
2025 Q4	$340K	Buy	4,688 +72	+2%	+$5.46K	0.01%	761
2025 Q3	$351K	Sell	4,616 -4,342	-48%	-$309K	0.01%	725
2025 Q2	$617K	Sell	8,958 -1,268	-12%	-$85.2K	0.02%	525
2025 Q1	$705K	Sell	10,226 -283	-3%	-$18.5K	0.02%	443
2024 Q4	$647K	Sell	10,509 -13,978	-57%	-$864K	0.01%	862
2024 Q3	$1.52M	Buy	24,487 +1,444	+6%	+$84K	0.06%	260
2024 Q2	$1.22M	Buy	+23,043	New	+$1.23M	0.04%	290
2023 Q2	–	Sell	-3,440	Closed	-$210K	–	680
2023 Q1	$210K	Buy	+3,440	New	+$209K	0.01%	606
2022 Q2	–	Sell	-3,779	Closed	-$258K	–	647
2022 Q1	$258K	Buy	3,779 +1	+0%	+$65	0.01%	537
2021 Q4	$259K	Sell	3,778 -225	-6%	-$14.6K	0.01%	561
2021 Q3	$249K	Sell	4,003 -412	-9%	-$27K	0.01%	536
2021 Q2	$267K	Buy	4,415 +164	+4%	+$10.3K	0.01%	529
2021 Q1	$253K	Buy	4,251 +93	+2%	+$5.15K	0.02%	515
2020 Q4	$231K	Sell	4,158 -461	-10%	-$25.3K	0.02%	486
2020 Q3	$235K	Sell	4,619 -149	-3%	-$8.33K	0.02%	427
2020 Q2	$283K	Sell	4,768 -219	-4%	-$13K	0.03%	374
2020 Q1	$275K	Buy	4,987 +167	+3%	+$11K	0.04%	295
2019 Q4	$314K	Hold	4,820	–	–	0.01%	666
2019 Q3	$321K	Buy	4,820 +251	+5%	+$15.9K	0.04%	322
2019 Q2	$275K	Buy	4,569 +892	+24%	+$52.2K	0.04%	314
2019 Q1	$213K	Buy	3,677 +51	+1%	+$2.9K	0.03%	397
2018 Q4	$206K	Buy	+3,626	New	+$209K	0.04%	367
2018 Q3	–	Sell	-4,515	Closed	-$254K	–	388
2018 Q2	$254K	Buy	+4,515	New	+$242K	0.06%	275