J.W. Cole Advisors’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 | $1.57M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $980K | Buy |
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|
2024
Q2 | $829K | Buy |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $797K | Buy |
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|
2023
Q2 | $911K | Buy |
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|
2023
Q1 | $944K | Buy |
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|
2022
Q4 | $879K | Buy |
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|
2022
Q3 | $816K | Sell |
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|
2022
Q2 | $969K | Buy |
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|
2022
Q1 | $927K | Sell |
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|
2021
Q4 | $940K | Buy |
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|
2021
Q3 | $827K | Sell |
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|
2021
Q2 | $848K | Sell |
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|
2021
Q1 | $945K | Buy |
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|
2020
Q4 | $706K | Buy |
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $751K | Buy |
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|
2020
Q1 | $649K | Sell |
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|
2019
Q4 | $820K | Buy |
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