Prestige Wealth Management Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86K | Hold |
85
| – | – | ﹤0.01% | 527 |
|
|
2025
Q1 | $5.86K | Hold |
85
| – | – | ﹤0.01% | 529 |
|
|
2024
Q4 | $5.23K | Hold |
85
| – | – | ﹤0.01% | 587 |
|
|
2024
Q3 | $5.27K | Hold |
85
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $4.5K | Buy |
85
+14
| +20% | +$742 | ﹤0.01% | 571 |
|
|
2024
Q1 | $3.79K | Sell |
71
-44
| -38% | -$2.35K | ﹤0.01% | 628 |
|
|
2023
Q4 | $6K | Sell |
115
-43
| -27% | -$2.25K | ﹤0.01% | 548 |
|
|
2023
Q3 | $8.01K | Buy |
158
+79
| +100% | +$4.01K | ﹤0.01% | 472 |
|
|
2023
Q2 | $4.62K | Buy |
79
+1
| +1% | +$58 | ﹤0.01% | 605 |
|
|
2023
Q1 | $4.77K | Sell |
78
-31
| -28% | -$1.9K | ﹤0.01% | 583 |
|
|
2022
Q4 | $6.86K | Buy |
109
+31
| +40% | +$1.95K | ﹤0.01% | 545 |
|
|
2022
Q3 | $5K | Hold |
78
| – | – | ﹤0.01% | 549 |
|
|
2022
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 575 |
|
|
2022
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $5K | Sell |
78
-300
| -79% | -$19.2K | ﹤0.01% | 634 |
|
|
2021
Q3 | $24K | Buy |
378
+300
| +385% | +$19K | 0.01% | 344 |
|
|
2021
Q2 | $5K | Hold |
78
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $5K | Hold |
78
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $4K | Sell |
78
-296
| -79% | -$15.2K | ﹤0.01% | 617 |
|
|
2020
Q3 | $19K | Buy |
374
+84
| +29% | +$4.27K | 0.01% | 358 |
|
|
2020
Q2 | $17K | Sell |
290
-22
| -7% | -$1.29K | 0.01% | 351 |
|
|
2020
Q1 | $17K | Buy |
312
+277
| +791% | +$15.1K | 0.01% | 305 |
|
|
2019
Q4 | $2K | Buy |
35
+1
| +3% | +$57 | ﹤0.01% | 495 |
|
|
2019
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 483 |
|
|
2019
Q1 | – | Sell |
-81
| Closed | -$5K | – | 707 |
|
|
2018
Q4 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 582 |
|