O'Shaughnessy Asset Management’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 | $2.83M | Buy |
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|
2025
Q4 | $2.1M | Buy |
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|
2025
Q3 | $2.05M | Buy |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $620K | Buy |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $290K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $9K | Buy |
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