Lido 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 | $1.38M | Sell |
20,045
-2,242
| -10% | -$155K | 0.01% | 651 |
|
|
2025
Q1 | $1.54M | Sell |
22,287
-1,075
| -5% | -$74.1K | 0.01% | 577 |
|
|
2024
Q4 | $1.44M | Buy |
23,362
+99
| +0.4% | +$6.09K | 0.01% | 578 |
|
|
2024
Q3 | $1.44M | Buy |
23,263
+2,269
| +11% | +$141K | 0.01% | 529 |
|
|
2024
Q2 | $1.11M | Sell |
20,994
-12,009
| -36% | -$636K | 0.01% | 574 |
|
|
2024
Q1 | $1.76M | Buy |
33,003
+26,376
| +398% | +$1.41M | 0.01% | 424 |
|
|
2023
Q4 | $346K | Buy |
6,627
+440
| +7% | +$23K | ﹤0.01% | 877 |
|
|
2023
Q3 | $314K | Sell |
6,187
-698
| -10% | -$35.4K | ﹤0.01% | 809 |
|
|
2023
Q2 | $402K | Sell |
6,885
-1,164
| -14% | -$68K | ﹤0.01% | 721 |
|
|
2023
Q1 | $492K | Buy |
8,049
+2,952
| +58% | +$180K | ﹤0.01% | 605 |
|
|
2022
Q4 | $321K | Buy |
5,097
+546
| +12% | +$34.4K | ﹤0.01% | 696 |
|
|
2022
Q3 | $270K | Buy |
4,551
+294
| +7% | +$17.4K | ﹤0.01% | 698 |
|
|
2022
Q2 | $277K | Buy |
4,257
+67
| +2% | +$4.36K | ﹤0.01% | 679 |
|
|
2022
Q1 | $286K | Sell |
4,190
-33
| -0.8% | -$2.25K | ﹤0.01% | 736 |
|
|
2021
Q4 | $289K | Sell |
4,223
-191
| -4% | -$13.1K | ﹤0.01% | 721 |
|
|
2021
Q3 | $274K | Buy |
4,414
+349
| +9% | +$21.7K | ﹤0.01% | 674 |
|
|
2021
Q2 | $246K | Buy |
4,065
+55
| +1% | +$3.33K | ﹤0.01% | 691 |
|
|
2021
Q1 | $239K | Sell |
4,010
-96
| -2% | -$5.72K | ﹤0.01% | 658 |
|
|
2020
Q4 | $227K | Buy |
+4,106
| New | +$227K | ﹤0.01% | 631 |
|
|
2020
Q3 | – | Sell |
-3,882
| Closed | -$230K | – | 577 |
|
|
2020
Q2 | $230K | Hold |
3,882
| – | – | 0.01% | 445 |
|
|
2020
Q1 | $214K | Buy |
3,882
+53
| +1% | +$2.92K | 0.01% | 443 |
|
|
2019
Q4 | $249K | Sell |
3,829
-7,878
| -67% | -$512K | 0.01% | 498 |
|
|
2019
Q3 | $779K | Buy |
11,707
+702
| +6% | +$46.7K | 0.04% | 222 |
|
|
2019
Q2 | $661K | Buy |
11,005
+1,000
| +10% | +$60.1K | 0.04% | 224 |
|
|
2019
Q1 | $580K | Buy |
10,005
+557
| +6% | +$32.3K | 0.04% | 239 |
|
|
2018
Q4 | $536K | Buy |
9,448
+5,638
| +148% | +$320K | 0.05% | 197 |
|
|
2018
Q3 | $209K | Buy |
+3,810
| New | +$209K | 0.02% | 392 |
|