Lion Street 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 | $724K | Hold |
10,508
| – | – | 0.22% | 103 |
|
|
2025
Q1 | $725K | Sell |
10,508
-2,982
| -22% | -$206K | 0.23% | 96 |
|
|
2024
Q4 | $830K | Buy |
13,490
+1,399
| +12% | +$86.1K | 0.26% | 83 |
|
|
2024
Q3 | $750K | Sell |
12,091
-40
| -0.3% | -$2.48K | 0.26% | 82 |
|
|
2024
Q2 | $643K | Sell |
12,131
-358
| -3% | -$19K | 0.24% | 93 |
|
|
2024
Q1 | $652K | Hold |
12,489
| – | – | 0.27% | 89 |
|
|
2023
Q4 | $652K | Sell |
12,489
-1,173
| -9% | -$61.2K | 0.27% | 88 |
|
|
2023
Q3 | $693K | Buy |
13,662
+847
| +7% | +$42.9K | 0.23% | 89 |
|
|
2023
Q2 | $817K | Sell |
12,815
-558
| -4% | -$35.6K | 0.27% | 74 |
|
|
2023
Q1 | $817K | Buy |
13,373
+4,047
| +43% | +$247K | 0.25% | 76 |
|
|
2022
Q4 | $595K | Sell |
9,326
-1,271
| -12% | -$81K | 0.31% | 51 |
|
|
2022
Q3 | $632K | Buy |
10,597
+1,271
| +14% | +$75.8K | 0.32% | 42 |
|
|
2022
Q2 | $594K | Buy |
9,326
+887
| +11% | +$56.5K | 0.31% | 51 |
|
|
2022
Q1 | $578K | Sell |
8,439
-887
| -10% | -$60.8K | 0.3% | 49 |
|
|
2021
Q4 | $640K | Buy |
9,326
+250
| +3% | +$17.2K | 0.31% | 49 |
|
|
2021
Q3 | $560K | Buy |
+9,076
| New | +$560K | 0.3% | 57 |
|