Jeppson Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
7,424
| – | – | 0.18% | 119 |
|
|
2025
Q1 | $512K | Sell |
7,424
-150
| -2% | -$10.3K | 0.19% | 116 |
|
|
2024
Q4 | $466K | Sell |
7,574
-200
| -3% | -$12.3K | 0.17% | 125 |
|
|
2024
Q3 | $482K | Sell |
7,774
-59
| -0.8% | -$3.66K | 0.17% | 124 |
|
|
2024
Q2 | $415K | Sell |
7,833
-37
| -0.5% | -$1.96K | 0.16% | 126 |
|
|
2024
Q1 | $420K | Sell |
7,870
-238
| -3% | -$12.7K | 0.16% | 128 |
|
|
2023
Q4 | $423K | Sell |
8,108
-1,227
| -13% | -$64K | 0.18% | 126 |
|
|
2023
Q3 | $473K | Buy |
9,335
+2,660
| +40% | +$135K | 0.22% | 110 |
|
|
2023
Q2 | $390K | Sell |
6,675
-13
| -0.2% | -$759 | 0.17% | 122 |
|
|
2023
Q1 | $409K | Sell |
6,688
-449
| -6% | -$27.4K | 0.18% | 120 |
|
|
2022
Q4 | $449K | Sell |
7,137
-358
| -5% | -$22.5K | 0.19% | 119 |
|
|
2022
Q3 | $445K | Sell |
7,495
-10
| -0.1% | -$594 | 0.2% | 107 |
|
|
2022
Q2 | $490K | Buy |
7,505
+50
| +0.7% | +$3.26K | 0.21% | 102 |
|
|
2022
Q1 | $509K | Buy |
7,455
+20
| +0.3% | +$1.37K | 0.24% | 94 |
|
|
2021
Q4 | $510K | Hold |
7,435
| – | – | 0.25% | 89 |
|
|
2021
Q3 | $462K | Buy |
7,435
+150
| +2% | +$9.32K | 0.24% | 91 |
|
|
2021
Q2 | $440K | Hold |
7,285
| – | – | 0.24% | 90 |
|
|
2021
Q1 | $433K | Sell |
7,285
-147
| -2% | -$8.74K | 0.26% | 90 |
|
|
2020
Q4 | $413K | Sell |
7,432
-496
| -6% | -$27.6K | 0.27% | 87 |
|
|
2020
Q3 | $403K | Buy |
+7,928
| New | +$403K | 0.32% | 78 |
|