JFS Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.07K | Buy |
117
+5
| +4% | +$345 | ﹤0.01% | 936 |
|
|
2025
Q1 | $7.72K | Buy |
112
+2
| +2% | +$138 | ﹤0.01% | 968 |
|
|
2024
Q4 | $6.77K | Buy |
110
+9
| +9% | +$554 | ﹤0.01% | 999 |
|
|
2024
Q3 | $6.26K | Buy |
101
+23
| +29% | +$1.43K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $4.13K | Buy |
78
+7
| +10% | +$371 | ﹤0.01% | 1141 |
|
|
2024
Q1 | $3.79K | Buy |
71
+35
| +97% | +$1.87K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $1.88K | Buy |
36
+11
| +44% | +$574 | ﹤0.01% | 1468 |
|
|
2023
Q3 | $1.27K | Sell |
25
-44
| -64% | -$2.23K | ﹤0.01% | 1522 |
|
|
2023
Q2 | $4.03K | Buy |
69
+4
| +6% | +$234 | ﹤0.01% | 1096 |
|
|
2023
Q1 | $3.97K | Sell |
65
-51
| -44% | -$3.12K | ﹤0.01% | 1083 |
|
|
2022
Q4 | $7.3K | Sell |
116
-23
| -17% | -$1.45K | ﹤0.01% | 829 |
|
|
2022
Q3 | $8K | Sell |
139
-28
| -17% | -$1.61K | ﹤0.01% | 801 |
|
|
2022
Q2 | $11K | Buy |
167
+64
| +62% | +$4.22K | ﹤0.01% | 739 |
|
|
2022
Q1 | $7K | Buy |
103
+62
| +151% | +$4.21K | ﹤0.01% | 914 |
|
|
2021
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 932 |
|