Mark Sheptoff Financial Planning’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5K | Hold |
269
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $18.5K | Hold |
269
| – | – | 0.01% | 253 |
|
|
2024
Q4 | $16.6K | Hold |
269
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $16.7K | Hold |
269
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $14.2K | Hold |
269
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $14.4K | Hold |
269
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $14K | Hold |
269
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $13.6K | Hold |
269
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $15.7K | Hold |
269
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $16.4K | Hold |
269
| – | – | 0.01% | 227 |
|
|
2022
Q4 | $16.9K | Hold |
269
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $16K | Sell |
269
-269
| -50% | -$16K | 0.01% | 222 |
|
|
2022
Q2 | $35K | Hold |
538
| – | – | 0.02% | 179 |
|
|
2022
Q1 | $37K | Hold |
538
| – | – | 0.02% | 193 |
|
|
2021
Q4 | $37K | Hold |
538
| – | – | 0.02% | 200 |
|
|
2021
Q3 | $33K | Hold |
538
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $33K | Hold |
538
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $32K | Hold |
538
| – | – | 0.02% | 198 |
|
|
2020
Q4 | $30K | Hold |
538
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $27K | Hold |
538
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $32K | Hold |
538
| – | – | 0.02% | 172 |
|
|
2020
Q1 | $30K | Hold |
538
| – | – | 0.02% | 159 |
|
|
2019
Q4 | $35K | Hold |
538
| – | – | 0.02% | 173 |
|
|
2019
Q3 | $36K | Hold |
538
| – | – | 0.02% | 170 |
|
|
2019
Q2 | $32K | Hold |
538
| – | – | 0.02% | 185 |
|
|
2019
Q1 | $31K | Hold |
538
| – | – | 0.02% | 179 |
|
|
2018
Q4 | $31K | Hold |
538
| – | – | 0.03% | 161 |
|
|
2018
Q3 | $30K | Hold |
538
| – | – | 0.02% | 200 |
|
|
2018
Q2 | $30K | Buy |
+538
| New | +$30K | 0.02% | 195 |
|