Moody National Bank Trust Division’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
11,314
-166
| -1% | -$11.4K | 0.07% | 287 |
|
|
2025
Q1 | $792K | Buy |
11,480
+14
| +0.1% | +$965 | 0.08% | 277 |
|
|
2024
Q4 | $706K | Sell |
11,466
-395
| -3% | -$24.3K | 0.07% | 299 |
|
|
2024
Q3 | $736K | Buy |
11,861
+2,676
| +29% | +$166K | 0.08% | 284 |
|
|
2024
Q2 | $487K | Buy |
9,185
+420
| +5% | +$22.2K | 0.04% | 314 |
|
|
2024
Q1 | $468K | Sell |
8,765
-135
| -2% | -$7.21K | 0.04% | 338 |
|
|
2023
Q4 | $465K | Sell |
8,900
-8,195
| -48% | -$428K | 0.04% | 344 |
|
|
2023
Q3 | $867K | Buy |
17,095
+3,142
| +23% | +$159K | 0.06% | 253 |
|
|
2023
Q2 | $815K | Buy |
13,953
+223
| +2% | +$13K | 0.06% | 261 |
|
|
2023
Q1 | $839K | Buy |
13,730
+102
| +0.7% | +$6.23K | 0.07% | 237 |
|
|
2022
Q4 | $857K | Sell |
13,628
-34
| -0.2% | -$2.14K | 0.07% | 216 |
|
|
2022
Q3 | $812K | Buy |
13,662
+5,428
| +66% | +$323K | 0.08% | 215 |
|
|
2022
Q2 | $538K | Sell |
8,234
-4,217
| -34% | -$276K | 0.06% | 271 |
|
|
2022
Q1 | $851K | Sell |
12,451
-1,651
| -12% | -$113K | 0.03% | 232 |
|
|
2021
Q4 | $968K | Sell |
14,102
-41,407
| -75% | -$2.84M | 0.03% | 229 |
|
|
2021
Q3 | $3.45M | Sell |
55,509
-68
| -0.1% | -$4.23K | 0.05% | 201 |
|
|
2021
Q2 | $3.36M | Sell |
55,577
-160
| -0.3% | -$9.67K | 0.07% | 204 |
|
|
2021
Q1 | $3.32M | Buy |
55,737
+22
| +0% | +$1.31K | 0.08% | 200 |
|
|
2020
Q4 | $3.09M | Hold |
55,715
| – | – | 0.08% | 193 |
|
|
2020
Q3 | $2.83M | Hold |
55,715
| – | – | 0.09% | 181 |
|
|
2020
Q2 | $3.3M | Hold |
55,715
| – | – | 0.1% | 158 |
|
|
2020
Q1 | $3.07M | Hold |
55,715
| – | – | 0.11% | 142 |
|
|
2019
Q4 | $3.63M | Hold |
55,715
| – | – | 0.1% | 152 |
|
|
2019
Q3 | $3.71M | Hold |
55,715
| – | – | 0.1% | 150 |
|
|
2019
Q2 | $3.35M | Hold |
55,715
| – | – | 0.1% | 154 |
|
|
2019
Q1 | $3.24M | Buy |
55,715
+55,488
| +24,444% | +$3.22M | 0.09% | 162 |
|
|
2018
Q4 | $13K | Buy |
+227
| New | +$13K | ﹤0.01% | 563 |
|