Kelly Financial Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,054
| Closed | -$109K | – | 301 |
|
|
2024
Q2 | $109K | Hold |
2,054
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $110K | Hold |
2,054
| – | – | 0.04% | 141 |
|
|
2023
Q4 | $107K | Hold |
2,054
| – | – | 0.04% | 133 |
|
|
2023
Q3 | $104K | Hold |
2,054
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $120K | Hold |
2,054
| – | – | 0.06% | 112 |
|
|
2023
Q1 | $126K | Hold |
2,054
| – | – | 0.06% | 104 |
|
|
2022
Q4 | $129K | Hold |
2,054
| – | – | 0.07% | 108 |
|
|
2022
Q3 | $122K | Hold |
2,054
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $134K | Buy |
2,054
+19
| +0.9% | +$1.24K | 0.07% | 96 |
|
|
2022
Q1 | $139K | Buy |
2,035
+18
| +0.9% | +$1.23K | 0.06% | 105 |
|
|
2021
Q4 | $138K | Buy |
2,017
+17
| +0.9% | +$1.17K | 0.06% | 103 |
|
|
2021
Q3 | $124K | Sell |
2,000
-117,885
| -98% | -$7.33M | 0.07% | 92 |
|
|
2021
Q2 | $1.98M | Buy |
119,885
+117,917
| +5,992% | +$1.95M | 0.08% | 74 |
|
|
2021
Q1 | $117K | Buy |
1,968
+18
| +0.9% | +$1.07K | 0.07% | 76 |
|
|
2020
Q4 | $108K | Buy |
1,950
+19
| +1% | +$1.06K | 0.07% | 66 |
|
|
2020
Q3 | $98.1K | Buy |
1,931
+19
| +1% | +$965 | 0.07% | 58 |
|
|
2020
Q2 | $113K | Buy |
1,912
+16
| +0.8% | +$949 | 0.09% | 50 |
|
|
2020
Q1 | $104K | Buy |
1,896
+17
| +0.9% | +$936 | 0.13% | 45 |
|
|
2019
Q4 | $122K | Buy |
1,879
+15
| +0.8% | +$976 | 0.09% | 44 |
|
|
2019
Q3 | $124K | Buy |
1,864
+13
| +0.7% | +$865 | 0.11% | 42 |
|
|
2019
Q2 | $111K | Buy |
1,851
+15
| +0.8% | +$902 | 0.1% | 42 |
|
|
2019
Q1 | $107K | Buy |
+1,836
| New | +$107K | 0.12% | 40 |
|