Marcum Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $270K | Buy |
3,922
+69
| +2% | +$4.76K | 0.02% | 307 |
|
|
2024
Q4 | $237K | Buy |
3,853
+20
| +0.5% | +$1.23K | 0.02% | 329 |
|
|
2024
Q3 | $238K | Buy |
+3,833
| New | +$238K | 0.02% | 331 |
|
|
2023
Q3 | – | Sell |
-3,710
| Closed | -$217K | – | 383 |
|
|
2023
Q2 | $217K | Buy |
3,710
+124
| +3% | +$7.24K | 0.03% | 318 |
|
|
2023
Q1 | $219K | Sell |
3,586
-210
| -6% | -$12.8K | 0.03% | 306 |
|
|
2022
Q4 | $239K | Buy |
3,796
+254
| +7% | +$16K | 0.03% | 280 |
|
|
2022
Q3 | $210K | Buy |
3,542
+10
| +0.3% | +$593 | 0.03% | 295 |
|
|
2022
Q2 | $230K | Buy |
+3,532
| New | +$230K | 0.03% | 275 |
|
|
2022
Q1 | – | Sell |
-3,070
| Closed | -$211K | – | 387 |
|
|
2021
Q4 | $211K | Buy |
+3,070
| New | +$211K | 0.03% | 319 |
|