Larson Financial Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Sell |
2,614
-703
| -21% | -$48.5K | 0.01% | 680 |
|
|
2025
Q1 | $229K | Sell |
3,317
-5,954
| -64% | -$410K | 0.01% | 597 |
|
|
2024
Q4 | $571K | Buy |
9,271
+1,304
| +16% | +$80.3K | 0.03% | 322 |
|
|
2024
Q3 | $494K | Buy |
7,967
+5,655
| +245% | +$351K | 0.03% | 338 |
|
|
2024
Q2 | $122K | Sell |
2,312
-2,205
| -49% | -$117K | 0.01% | 593 |
|
|
2024
Q1 | $241K | Buy |
4,517
+2,023
| +81% | +$108K | 0.02% | 356 |
|
|
2023
Q4 | $130K | Buy |
2,494
+11
| +0.4% | +$574 | 0.01% | 437 |
|
|
2023
Q3 | $126K | Sell |
2,483
-1,852
| -43% | -$93.9K | 0.01% | 413 |
|
|
2023
Q2 | $253K | Sell |
4,335
-4,472
| -51% | -$261K | 0.03% | 280 |
|
|
2023
Q1 | $538K | Sell |
8,807
-1,911
| -18% | -$117K | 0.06% | 192 |
|
|
2022
Q4 | $674K | Sell |
10,718
-12,453
| -54% | -$784K | 0.08% | 171 |
|
|
2022
Q3 | $1.38M | Buy |
23,171
+21,823
| +1,619% | +$1.3M | 0.2% | 105 |
|
|
2022
Q2 | $88K | Buy |
1,348
+191
| +17% | +$12.5K | 0.02% | 275 |
|
|
2022
Q1 | $79K | Hold |
1,157
| – | – | 0.01% | 306 |
|
|
2021
Q4 | $79K | Hold |
1,157
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $72K | Hold |
1,157
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $70K | Sell |
1,157
-7
| -0.6% | -$424 | 0.02% | 224 |
|
|
2021
Q1 | $69K | Buy |
1,164
+700
| +151% | +$41.5K | 0.02% | 211 |
|
|
2020
Q4 | $26K | Buy |
464
+7
| +2% | +$392 | 0.01% | 316 |
|
|
2020
Q3 | $23K | Hold |
457
| – | – | 0.01% | 292 |
|
|
2020
Q2 | $27K | Hold |
457
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $25K | Hold |
457
| – | – | 0.02% | 208 |
|
|
2019
Q4 | $30K | Hold |
457
| – | – | 0.02% | 189 |
|
|
2019
Q3 | $30K | Hold |
457
| – | – | 0.02% | 184 |
|
|
2019
Q2 | $27K | Sell |
457
-3
| -0.7% | -$177 | 0.02% | 165 |
|
|
2019
Q1 | $27K | Buy |
460
+450
| +4,500% | +$26.4K | 0.02% | 150 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 405 |
|