Phoenix Wealth 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 | $229K | Buy |
3,329
+28
| +0.8% | +$1.93K | 0.1% | 118 |
|
|
2025
Q1 | $228K | Sell |
3,301
-35
| -1% | -$2.41K | 0.1% | 117 |
|
|
2024
Q4 | $205K | Sell |
3,336
-165
| -5% | -$10.2K | 0.09% | 117 |
|
|
2024
Q3 | $217K | Buy |
+3,501
| New | +$217K | 0.1% | 116 |
|
|
2023
Q2 | – | Sell |
-3,439
| Closed | -$210K | – | 109 |
|
|
2023
Q1 | $210K | Buy |
+3,439
| New | +$210K | 0.13% | 100 |
|
|
2022
Q2 | – | Sell |
-2,893
| Closed | -$204K | – | 114 |
|
|
2022
Q1 | $204K | Buy |
+2,893
| New | +$204K | 0.21% | 90 |
|
|
2021
Q4 | – | Sell |
-3,250
| Closed | -$202K | – | 196 |
|
|
2021
Q3 | $202K | Buy |
3,250
+4
| +0.1% | +$249 | 0.15% | 113 |
|
|
2021
Q2 | $200K | Buy |
3,246
+278
| +9% | +$17.1K | 0.14% | 118 |
|
|
2021
Q1 | $178K | Buy |
2,968
+714
| +32% | +$42.8K | 0.14% | 122 |
|
|
2020
Q4 | $125K | Buy |
+2,254
| New | +$125K | 0.09% | 133 |
|