Moneta Group Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
46,827
+173
| +0.4% | +$11.9K | 0.04% | 172 |
|
|
2025
Q1 | $3.22M | Sell |
46,654
-212
| -0.5% | -$14.6K | 0.04% | 162 |
|
|
2024
Q4 | $2.88M | Sell |
46,866
-74
| -0.2% | -$4.56K | 0.04% | 172 |
|
|
2024
Q3 | $2.91M | Sell |
46,940
-66,615
| -59% | -$4.13M | 0.04% | 162 |
|
|
2024
Q2 | $6.02M | Sell |
113,555
-2,175
| -2% | -$115K | 0.1% | 111 |
|
|
2024
Q1 | $6.18M | Buy |
115,730
+2,206
| +2% | +$118K | 0.1% | 114 |
|
|
2023
Q4 | $5.93M | Sell |
113,524
-991
| -0.9% | -$51.7K | 0.12% | 97 |
|
|
2023
Q3 | $5.81M | Buy |
114,515
+7,524
| +7% | +$381K | 0.13% | 90 |
|
|
2023
Q2 | $6.25M | Buy |
106,991
+8,264
| +8% | +$483K | 0.14% | 87 |
|
|
2023
Q1 | $6.03M | Buy |
98,727
+20,091
| +26% | +$1.23M | 0.14% | 89 |
|
|
2022
Q4 | $4.93M | Buy |
78,636
+32,373
| +70% | +$2.03M | 0.14% | 94 |
|
|
2022
Q3 | $2.75M | Sell |
46,263
-3,040
| -6% | -$181K | 0.1% | 122 |
|
|
2022
Q2 | $3.22M | Buy |
49,303
+5,039
| +11% | +$329K | 0.11% | 117 |
|
|
2022
Q1 | $3.03M | Sell |
44,264
-1
| -0% | -$68 | 0.12% | 109 |
|
|
2021
Q4 | $3.04M | Buy |
44,265
+278
| +0.6% | +$19.1K | 0.12% | 110 |
|
|
2021
Q3 | $2.74M | Buy |
43,987
+482
| +1% | +$30K | 0.13% | 106 |
|
|
2021
Q2 | $2.63M | Buy |
43,505
+1,274
| +3% | +$77K | 0.12% | 119 |
|
|
2021
Q1 | $2.51M | Buy |
42,231
+4
| +0% | +$238 | 0.13% | 110 |
|
|
2020
Q4 | $2.34M | Buy |
42,227
+1,849
| +5% | +$103K | 0.17% | 91 |
|
|
2020
Q3 | $2.05M | Buy |
+40,378
| New | +$2.05M | 0.18% | 87 |
|
|
2019
Q2 | – | Sell |
-379
| Closed | -$22K | – | 256 |
|
|
2019
Q1 | $22K | Buy |
+379
| New | +$22K | ﹤0.01% | 247 |
|