JNBA Financial 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 | $18.8K | Hold |
273
| – | – | ﹤0.01% | 403 |
|
2025
Q1 | $18.8K | Hold |
273
| – | – | ﹤0.01% | 392 |
|
2024
Q4 | $16.8K | Hold |
273
| – | – | ﹤0.01% | 402 |
|
2024
Q3 | $16.9K | Hold |
273
| – | – | ﹤0.01% | 406 |
|
2024
Q2 | $14.5K | Hold |
273
| – | – | ﹤0.01% | 419 |
|
2024
Q1 | $14.6K | Buy |
273
+200
| +274% | +$10.7K | ﹤0.01% | 428 |
|
2023
Q4 | $3.81K | Hold |
73
| – | – | ﹤0.01% | 560 |
|
2023
Q3 | $3.7K | Hold |
73
| – | – | ﹤0.01% | 576 |
|
2023
Q2 | $4.27K | Hold |
73
| – | – | ﹤0.01% | 554 |
|
2023
Q1 | $4.46K | Hold |
73
| – | – | ﹤0.01% | 555 |
|
2022
Q4 | $4.59K | Hold |
73
| – | – | ﹤0.01% | 525 |
|
2022
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 542 |
|
2022
Q2 | $5K | Hold |
73
| – | – | ﹤0.01% | 561 |
|
2022
Q1 | $5K | Hold |
73
| – | – | ﹤0.01% | 555 |
|
2021
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 606 |
|
2021
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 583 |
|
2021
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 563 |
|
2021
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 542 |
|
2020
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 508 |
|
2020
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 475 |
|
2020
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 470 |
|
2020
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 460 |
|
2019
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 495 |
|
2019
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 469 |
|
2019
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 530 |
|
2019
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 463 |
|
2018
Q4 | $4K | Sell |
73
-2,002
| -96% | -$110K | ﹤0.01% | 440 |
|
2018
Q3 | $114K | Buy |
2,075
+2,002
| +2,742% | +$110K | 0.05% | 169 |
|
2018
Q2 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 464 |
|