OneDigital Investment 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 | $843K | Buy |
12,229
+8,665
| +243% | +$597K | 0.01% | 696 |
|
|
2025
Q1 | $246K | Sell |
3,564
-2,584
| -42% | -$178K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $378K | Sell |
6,148
-19
| -0.3% | -$1.17K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $382K | Sell |
6,167
-334
| -5% | -$20.7K | ﹤0.01% | 1044 |
|
|
2024
Q2 | $344K | Buy |
6,501
+160
| +3% | +$8.48K | ﹤0.01% | 1040 |
|
|
2024
Q1 | $338K | Buy |
6,341
+788
| +14% | +$42.1K | 0.01% | 872 |
|
|
2023
Q4 | $290K | Sell |
5,553
-28
| -0.5% | -$1.46K | 0.01% | 921 |
|
|
2023
Q3 | $283K | Buy |
5,581
+27
| +0.5% | +$1.37K | 0.01% | 826 |
|
|
2023
Q2 | $324K | Buy |
5,554
+42
| +0.8% | +$2.45K | 0.01% | 795 |
|
|
2023
Q1 | $337K | Buy |
5,512
+488
| +10% | +$29.8K | 0.01% | 734 |
|
|
2022
Q4 | $316K | Sell |
5,024
-14
| -0.3% | -$881 | 0.01% | 656 |
|
|
2022
Q3 | $299K | Buy |
5,038
+713
| +16% | +$42.3K | 0.01% | 605 |
|
|
2022
Q2 | $282K | Sell |
4,325
-1,350
| -24% | -$88K | 0.01% | 575 |
|
|
2022
Q1 | $388K | Buy |
5,675
+129
| +2% | +$8.82K | 0.01% | 509 |
|
|
2021
Q4 | $380K | Buy |
5,546
+39
| +0.7% | +$2.67K | 0.01% | 516 |
|
|
2021
Q3 | $343K | Sell |
5,507
-140
| -2% | -$8.72K | 0.01% | 532 |
|
|
2021
Q2 | $341K | Sell |
5,647
-216
| -4% | -$13K | 0.01% | 514 |
|
|
2021
Q1 | $349K | Buy |
5,863
+4
| +0.1% | +$238 | 0.02% | 464 |
|
|
2020
Q4 | $325K | Buy |
5,859
+83
| +1% | +$4.6K | 0.02% | 466 |
|
|
2020
Q3 | $294K | Sell |
5,776
-3,985
| -41% | -$203K | 0.02% | 432 |
|
|
2020
Q2 | $579K | Buy |
9,761
+617
| +7% | +$36.6K | 0.04% | 277 |
|
|
2020
Q1 | $503K | Buy |
9,144
+232
| +3% | +$12.8K | 0.04% | 276 |
|
|
2019
Q4 | $580K | Buy |
8,912
+1,956
| +28% | +$127K | 0.05% | 274 |
|
|
2019
Q3 | $463K | Buy |
6,956
+868
| +14% | +$57.8K | 0.04% | 286 |
|
|
2019
Q2 | $366K | Buy |
6,088
+3,435
| +129% | +$207K | 0.03% | 302 |
|
|
2019
Q1 | $154K | Buy |
2,653
+6
| +0.2% | +$348 | 0.02% | 311 |
|
|
2018
Q4 | $150K | Sell |
2,647
-33
| -1% | -$1.87K | 0.03% | 292 |
|
|
2018
Q3 | $147K | Buy |
2,680
+6
| +0.2% | +$329 | 0.03% | 225 |
|
|
2018
Q2 | $150K | Buy |
+2,674
| New | +$150K | 0.03% | 268 |
|