Orion Portfolio Solutions’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.48M | Buy |
50,411
+4,326
| +9% | +$298K | 0.03% | 474 |
|
|
2024
Q4 | $2.84M | Buy |
46,085
+3,880
| +9% | +$239K | 0.03% | 537 |
|
|
2024
Q3 | $2.62M | Sell |
42,205
-851
| -2% | -$52.8K | 0.03% | 555 |
|
|
2024
Q2 | $2.28M | Sell |
43,056
-3,614
| -8% | -$191K | 0.02% | 592 |
|
|
2024
Q1 | $2.49M | Sell |
46,670
-388
| -0.8% | -$20.7K | 0.03% | 556 |
|
|
2023
Q4 | $2.54M | Sell |
47,058
-5,571
| -11% | -$300K | 0.03% | 521 |
|
|
2023
Q3 | $2.67M | Sell |
52,629
-5,162
| -9% | -$262K | 0.03% | 491 |
|
|
2023
Q2 | $3.38M | Sell |
57,791
-5,288
| -8% | -$309K | 0.04% | 442 |
|
|
2023
Q1 | $3.86M | Buy |
63,079
+52,351
| +488% | +$3.2M | 0.05% | 335 |
|
|
2022
Q4 | $675K | Buy |
10,728
+2,682
| +33% | +$169K | 0.02% | 407 |
|
|
2022
Q3 | $478K | Buy |
+8,046
| New | +$478K | 0.02% | 430 |
|
|
2020
Q3 | – | Sell |
-673
| Closed | -$40K | – | 917 |
|
|
2020
Q2 | $40K | Sell |
673
-460
| -41% | -$27.3K | ﹤0.01% | 762 |
|
|
2020
Q1 | $62K | Buy |
1,133
+950
| +519% | +$52K | ﹤0.01% | 541 |
|
|
2019
Q4 | $12K | Buy |
+183
| New | +$12K | ﹤0.01% | 937 |
|