Montag & Associates’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$68.9K Hold
1,000
﹤0.01% 522
2025
Q1
$69K Hold
1,000
﹤0.01% 556
2024
Q4
$61.6K Hold
1,000
﹤0.01% 572
2024
Q3
$62K Hold
1,000
﹤0.01% 569
2024
Q2
$53K Hold
1,000
﹤0.01% 582
2024
Q1
$53.4K Hold
1,000
﹤0.01% 582
2023
Q4
$52.2K Hold
1,000
﹤0.01% 572
2023
Q3
$50.7K Hold
1,000
﹤0.01% 549
2023
Q2
$58.4K Hold
1,000
﹤0.01% 531
2023
Q1
$61.1K Hold
1,000
﹤0.01% 514
2022
Q4
$62.9K Hold
1,000
﹤0.01% 507
2022
Q3
$59K Hold
1,000
﹤0.01% 508
2022
Q2
$65K Hold
1,000
﹤0.01% 487
2022
Q1
$68K Hold
1,000
﹤0.01% 517
2021
Q4
$69K Hold
1,000
﹤0.01% 531
2021
Q3
$62K Hold
1,000
﹤0.01% 539
2021
Q2
$60K Hold
1,000
﹤0.01% 529
2021
Q1
$60K Hold
1,000
﹤0.01% 534
2020
Q4
$56K Buy
+1,000
New +$56K ﹤0.01% 522