Pin Oak 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 | $22K | Sell |
330
-330
| -50% | -$22K | 0.02% | 269 |
|
|
2025
Q1 | $22K | Hold |
660
| – | – | 0.02% | 260 |
|
|
2024
Q4 | $41K | Hold |
660
| – | – | 0.04% | 204 |
|
|
2024
Q3 | $40K | Hold |
660
| – | – | 0.04% | 205 |
|
|
2024
Q2 | $35K | Hold |
660
| – | – | 0.03% | 206 |
|
|
2024
Q1 | $35K | Hold |
660
| – | – | 0.03% | 205 |
|
|
2023
Q4 | $34K | Hold |
660
| – | – | 0.03% | 202 |
|
|
2023
Q3 | $33K | Hold |
660
| – | – | 0.04% | 196 |
|
|
2023
Q2 | $39K | Hold |
660
| – | – | 0.04% | 188 |
|
|
2023
Q1 | $40K | Hold |
660
| – | – | 0.05% | 171 |
|
|
2022
Q4 | $42K | Hold |
660
| – | – | 0.05% | 153 |
|
|
2022
Q3 | $39K | Hold |
660
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $43K | Hold |
660
| – | – | 0.05% | 145 |
|
|
2022
Q1 | $45K | Hold |
660
| – | – | 0.05% | 163 |
|
|
2021
Q4 | $45K | Hold |
660
| – | – | 0.05% | 179 |
|
|
2021
Q3 | $41K | Buy |
+660
| New | +$41K | 0.05% | 176 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$28K | – | 428 |
|
|
2018
Q4 | $28K | Buy |
+500
| New | +$28K | 0.02% | 217 |
|