New Century Financial Group’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,512	Closed	-$218K	–	299
2024 Q3	$218K	Sell	3,512 -506	-13%	-$31.4K	0.08%	293
2024 Q2	$213K	Sell	4,018 -377	-9%	-$20K	0.09%	267
2024 Q1	$235K	Sell	4,395 -710	-14%	-$37.9K	0.16%	157
2023 Q4	$266K	Buy	+5,105	New	+$266K	0.23%	128