Lifeworks Advisors’s Evergy EVRG Stock Holding History

Lifeworks Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$829K	Buy
2025 Q1	$372K	Buy
2024 Q4	$280K	Sell
2024 Q3	$287K	Buy
2023 Q4	–	Sell
2023 Q3	$286K	Buy