Kestra Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Buy |
12,977
+898
| +7% | +$61.9K | ﹤0.01% | 1549 |
|
|
2025
Q1 | $833K | Sell |
12,079
-7,438
| -38% | -$513K | ﹤0.01% | 1496 |
|
|
2024
Q4 | $1.2M | Sell |
19,517
-408
| -2% | -$25.1K | 0.01% | 1292 |
|
|
2024
Q3 | $1.24M | Sell |
19,925
-2,284
| -10% | -$142K | 0.01% | 1206 |
|
|
2024
Q2 | $1.18M | Buy |
22,209
+4,489
| +25% | +$238K | 0.01% | 1224 |
|
|
2024
Q1 | $946K | Buy |
17,720
+142
| +0.8% | +$7.58K | 0.01% | 1277 |
|
|
2023
Q4 | $918K | Buy |
17,578
+2,414
| +16% | +$126K | 0.01% | 1167 |
|
|
2023
Q3 | $769K | Buy |
15,164
+1,610
| +12% | +$81.6K | 0.01% | 1128 |
|
|
2023
Q2 | $792K | Buy |
13,554
+2,284
| +20% | +$133K | 0.01% | 1087 |
|
|
2023
Q1 | $689K | Sell |
11,270
-5,380
| -32% | -$329K | 0.01% | 1122 |
|
|
2022
Q4 | $1.05M | Buy |
16,650
+3,997
| +32% | +$252K | 0.01% | 1034 |
|
|
2022
Q3 | $752K | Buy |
12,653
+4,561
| +56% | +$271K | 0.01% | 1102 |
|
|
2022
Q2 | $528K | Buy |
8,092
+1,836
| +29% | +$120K | 0.01% | 1302 |
|
|
2022
Q1 | $428K | Sell |
6,256
-166
| -3% | -$11.4K | ﹤0.01% | 1378 |
|
|
2021
Q4 | $441K | Buy |
6,422
+786
| +14% | +$54K | ﹤0.01% | 1383 |
|
|
2021
Q3 | $351K | Buy |
5,636
+251
| +5% | +$15.6K | ﹤0.01% | 1573 |
|
|
2021
Q2 | $325K | Buy |
5,385
+229
| +4% | +$13.8K | ﹤0.01% | 1523 |
|
|
2021
Q1 | $307K | Sell |
5,156
-1,296
| -20% | -$77.2K | ﹤0.01% | 1449 |
|
|
2020
Q4 | $349K | Buy |
6,452
+6,336
| +5,462% | +$343K | ﹤0.01% | 1392 |
|
|
2020
Q3 | $395K | Buy |
+116
| New | +$395K | 0.01% | 984 |
|