Occudo Quantitative Strategies’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.2M	Buy	159,320 +47,183	+42%	+$3.73M	0.72%	20
2025 Q4	$8.13M	Buy	112,137 +57,224	+104%	+$4.34M	0.54%	42
2025 Q3	$4.17M	Buy	54,913 +48,686	+782%	+$3.47M	0.51%	37
2025 Q2	$429K	Buy	+6,227	New	+$418K	0.05%	379
2024 Q3	–	Sell	-16,287	Closed	-$863K	–	795
2024 Q2	$863K	Buy	+16,287	New	+$866K	0.15%	191
2024 Q1	–	Sell	-32,152	Closed	-$1.68M	–	819
2023 Q4	$1.68M	Sell	32,152 -11,761	-27%	-$592K	0.23%	116
2023 Q3	$2.23M	Sell	43,913 -19,222	-30%	-$1.09M	0.29%	79
2023 Q2	$3.69M	Buy	+63,135	New	+$3.81M	0.38%	39
2022 Q4	–	Sell	-6,435	Closed	-$382K	–	1093
2022 Q3	$382K	Buy	+6,435	New	+$433K	0.03%	762
2022 Q2	–	Sell	-18,631	Closed	-$1.27M	–	1208
2022 Q1	$1.27M	Buy	+18,631	New	+$1.2M	0.11%	303
2021 Q1	–	Sell	-12,662	Closed	-$703K	–	805
2020 Q4	$703K	Buy	+12,662	New	+$695K	0.22%	131