Meeder Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
12,120
-683
| -5% | -$47.1K | 0.04% | 290 |
|
|
2025
Q1 | $883K | Buy |
12,803
+305
| +2% | +$21K | 0.05% | 260 |
|
|
2024
Q4 | $769K | Buy |
12,498
+1,469
| +13% | +$90.4K | 0.05% | 267 |
|
|
2024
Q3 | $684K | Buy |
11,029
+2,473
| +29% | +$153K | 0.04% | 288 |
|
|
2024
Q2 | $453K | Buy |
8,556
+3,611
| +73% | +$191K | 0.03% | 337 |
|
|
2024
Q1 | $264K | Buy |
+4,945
| New | +$264K | 0.03% | 380 |
|
|
2023
Q4 | – | Sell |
-5,538
| Closed | -$281K | – | 429 |
|
|
2023
Q3 | $281K | Buy |
5,538
+187
| +3% | +$9.48K | 0.04% | 338 |
|
|
2023
Q2 | $313K | Buy |
5,351
+435
| +9% | +$25.4K | 0.03% | 356 |
|
|
2023
Q1 | $300K | Buy |
+4,916
| New | +$300K | 0.03% | 360 |
|