Jeppson Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Hold |
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|
2025
Q2 | $512K | Hold |
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|
2025
Q1 | $512K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $490K | Buy |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $462K | Buy |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $433K | Sell |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $403K | Buy |
|