Midwest Financial Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,803
| Closed | -$262K | – | 116 |
|
|
2025
Q1 | $262K | Sell |
3,803
-5,306
| -58% | -$366K | 0.15% | 91 |
|
|
2024
Q4 | $561K | Sell |
9,109
-186
| -2% | -$11.4K | 0.32% | 62 |
|
|
2024
Q3 | $576K | Sell |
9,295
-1,260
| -12% | -$78.1K | 0.34% | 62 |
|
|
2024
Q2 | $559K | Sell |
10,555
-238
| -2% | -$12.6K | 0.36% | 64 |
|
|
2024
Q1 | $576K | Sell |
10,793
-797
| -7% | -$42.5K | 0.39% | 64 |
|
|
2023
Q4 | $605K | Sell |
11,590
-665
| -5% | -$34.7K | 0.45% | 59 |
|
|
2023
Q3 | $621K | Buy |
12,255
+32
| +0.3% | +$1.62K | 0.53% | 56 |
|
|
2023
Q2 | $714K | Sell |
12,223
-78
| -0.6% | -$4.56K | 0.61% | 50 |
|
|
2023
Q1 | $752K | Buy |
+12,301
| New | +$752K | 0.69% | 43 |
|