L.J. Altfest & Co’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
11,577
+229
| +2% | +$15.8K | 0.09% | 146 |
|
|
2025
Q1 | $782K | Buy |
11,348
+1,954
| +21% | +$135K | 0.1% | 146 |
|
|
2024
Q4 | $578K | Sell |
9,394
-2,374
| -20% | -$146K | 0.07% | 188 |
|
|
2024
Q3 | $730K | Buy |
11,768
+2,267
| +24% | +$141K | 0.1% | 164 |
|
|
2024
Q2 | $503K | Buy |
+9,501
| New | +$503K | 0.07% | 196 |
|