NewEdge 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 | $1M | Buy |
14,515
+451
| +3% | +$31.1K | 0.01% | 1294 |
|
|
2025
Q1 | $970K | Sell |
14,064
-505
| -3% | -$34.8K | 0.01% | 1200 |
|
|
2024
Q4 | $897K | Buy |
14,569
+2,715
| +23% | +$167K | 0.01% | 1214 |
|
|
2024
Q3 | $735K | Sell |
11,854
-1,811
| -13% | -$112K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $724K | Buy |
13,665
+4,949
| +57% | +$262K | 0.01% | 1216 |
|
|
2024
Q1 | $465K | Buy |
8,716
+2,797
| +47% | +$149K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $299K | Sell |
5,919
-752
| -11% | -$38K | ﹤0.01% | 1548 |
|
|
2023
Q3 | $338K | Buy |
6,671
+544
| +9% | +$27.6K | ﹤0.01% | 1366 |
|
|
2023
Q2 | $358K | Sell |
6,127
-46
| -0.7% | -$2.69K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $377K | Sell |
6,173
-117
| -2% | -$7.15K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $321K | Buy |
6,290
+1,141
| +22% | +$58.3K | 0.01% | 977 |
|
|
2022
Q3 | $306K | Sell |
5,149
-15
| -0.3% | -$891 | 0.01% | 1195 |
|
|
2022
Q2 | $337K | Buy |
+5,164
| New | +$337K | 0.01% | 1159 |
|
|
2022
Q1 | – | Sell |
-4,841
| Closed | -$332K | – | 1298 |
|
|
2021
Q4 | $332K | Buy |
+4,841
| New | +$332K | 0.01% | 1271 |
|