Oak Thistle LLC’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,421
| Closed | -$544K | – | 370 |
|
|
2023
Q4 | $544K | Sell |
10,421
-31,850
| -75% | -$1.66M | 0.16% | 267 |
|
|
2023
Q3 | $2.14M | Buy |
42,271
+30,728
| +266% | +$1.56M | 0.63% | 6 |
|
|
2023
Q2 | $674K | Buy |
11,543
+6,064
| +111% | +$354K | 0.36% | 100 |
|
|
2023
Q1 | $335K | Buy |
+5,479
| New | +$335K | 0.2% | 235 |
|
|
2022
Q3 | – | Sell |
-4,762
| Closed | -$311K | – | 152 |
|
|
2022
Q2 | $311K | Buy |
+4,762
| New | +$311K | 0.6% | 64 |
|
|
2022
Q1 | – | Sell |
-7,752
| Closed | -$531K | – | 426 |
|
|
2021
Q4 | $531K | Buy |
+7,752
| New | +$531K | 0.41% | 82 |
|