LPL Financial’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
183,386
+12,507
| +7% | +$862K | ﹤0.01% | 1551 |
|
|
2025
Q1 | $11.8M | Buy |
170,879
+7,094
| +4% | +$489K | ﹤0.01% | 1494 |
|
|
2024
Q4 | $10.1M | Sell |
163,785
-12,653
| -7% | -$779K | ﹤0.01% | 1538 |
|
|
2024
Q3 | $10.9M | Buy |
176,438
+47,090
| +36% | +$2.92M | ﹤0.01% | 1403 |
|
|
2024
Q2 | $6.85M | Buy |
129,348
+13,475
| +12% | +$714K | ﹤0.01% | 1622 |
|
|
2024
Q1 | $6.19M | Buy |
115,873
+5,642
| +5% | +$301K | ﹤0.01% | 1626 |
|
|
2023
Q4 | $5.75M | Buy |
110,231
+32,163
| +41% | +$1.68M | ﹤0.01% | 1598 |
|
|
2023
Q3 | $3.96M | Buy |
78,068
+11,276
| +17% | +$572K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $3.9M | Buy |
66,792
+1,973
| +3% | +$115K | ﹤0.01% | 1726 |
|
|
2023
Q1 | $3.96M | Sell |
64,819
-59
| -0.1% | -$3.61K | ﹤0.01% | 1649 |
|
|
2022
Q4 | $4.08M | Buy |
64,878
+3,881
| +6% | +$244K | ﹤0.01% | 1579 |
|
|
2022
Q3 | $3.62M | Buy |
60,997
+2,783
| +5% | +$165K | ﹤0.01% | 1591 |
|
|
2022
Q2 | $3.8M | Sell |
58,214
-14,436
| -20% | -$942K | ﹤0.01% | 1577 |
|
|
2022
Q1 | $4.97M | Buy |
72,650
+4,916
| +7% | +$336K | ﹤0.01% | 1442 |
|
|
2021
Q4 | $4.65M | Buy |
67,734
+2,856
| +4% | +$196K | ﹤0.01% | 1500 |
|
|
2021
Q3 | $4.04M | Sell |
64,878
-804
| -1% | -$50K | ﹤0.01% | 1536 |
|
|
2021
Q2 | $3.97M | Buy |
65,682
+2,836
| +5% | +$171K | ﹤0.01% | 1498 |
|
|
2021
Q1 | $3.74M | Sell |
62,846
-4,693
| -7% | -$279K | ﹤0.01% | 1412 |
|
|
2020
Q4 | $3.75M | Buy |
67,539
+18,860
| +39% | +$1.05M | ﹤0.01% | 1272 |
|
|
2020
Q3 | $2.47M | Buy |
48,679
+6,022
| +14% | +$306K | ﹤0.01% | 1335 |
|
|
2020
Q2 | $2.53M | Sell |
42,657
-5,969
| -12% | -$354K | ﹤0.01% | 1225 |
|
|
2020
Q1 | $2.68M | Sell |
48,626
-175
| -0.4% | -$9.63K | 0.01% | 1025 |
|
|
2019
Q4 | $3.18M | Buy |
48,801
+7,366
| +18% | +$479K | 0.01% | 1072 |
|
|
2019
Q3 | $2.76M | Buy |
41,435
+1,139
| +3% | +$75.8K | 0.01% | 1072 |
|
|
2019
Q2 | $2.42M | Buy |
40,296
+4,625
| +13% | +$278K | 0.01% | 1143 |
|
|
2019
Q1 | $2.07M | Sell |
35,671
-4,799
| -12% | -$279K | ﹤0.01% | 1173 |
|
|
2018
Q4 | $2.3M | Buy |
40,470
+1,315
| +3% | +$74.6K | 0.01% | 1003 |
|
|
2018
Q3 | $2.15M | Sell |
39,155
-4,381
| -10% | -$241K | 0.01% | 1134 |
|
|
2018
Q2 | $2.45M | Buy |
+43,536
| New | +$2.45M | 0.01% | 1008 |
|