Lifeworks 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 | $829K | Buy |
12,023
+6,624
| +123% | +$457K | 0.12% | 145 |
|
|
2025
Q1 | $372K | Buy |
5,399
+843
| +19% | +$58.1K | 0.06% | 223 |
|
|
2024
Q4 | $280K | Sell |
4,556
-73
| -2% | -$4.49K | 0.05% | 243 |
|
|
2024
Q3 | $287K | Buy |
+4,629
| New | +$287K | 0.06% | 233 |
|
|
2023
Q4 | – | Sell |
-5,633
| Closed | -$286K | – | 200 |
|
|
2023
Q3 | $286K | Buy |
+5,633
| New | +$286K | 0.11% | 153 |
|