O'Shaughnessy Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
22,689
+3,163
| +16% | +$218K | 0.01% | 874 |
|
|
2025
Q1 | $1.35M | Buy |
19,526
+2,906
| +17% | +$200K | 0.01% | 866 |
|
|
2024
Q4 | $1.02M | Buy |
16,620
+6,248
| +60% | +$385K | 0.01% | 956 |
|
|
2024
Q3 | $620K | Buy |
10,372
+3,145
| +44% | +$188K | 0.01% | 1126 |
|
|
2024
Q2 | $383K | Buy |
7,227
+1,802
| +33% | +$95.5K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $290K | Buy |
+5,425
| New | +$290K | ﹤0.01% | 1328 |
|
|
2021
Q4 | – | Sell |
-85
| Closed | -$5K | – | 1630 |
|
|
2021
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 2324 |
|
|
2021
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 2136 |
|
|
2021
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q3 | $4K | Sell |
85
-23
| -21% | -$1.08K | ﹤0.01% | 1516 |
|
|
2020
Q2 | $6K | Buy |
108
+76
| +238% | +$4.22K | ﹤0.01% | 1337 |
|
|
2020
Q1 | $2K | Sell |
32
-101
| -76% | -$6.31K | ﹤0.01% | 1157 |
|
|
2019
Q4 | $9K | Buy |
+133
| New | +$9K | ﹤0.01% | 1324 |
|