Prime Capital 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
$702K Sell
10,182
-2,224
-18% -$153K 0.01% 538
2025
Q1
$855K Buy
12,406
+2,899
+30% +$200K 0.01% 540
2024
Q4
$585K Sell
9,507
-631
-6% -$38.8K 0.01% 538
2024
Q3
$629K Buy
10,138
+2,910
+40% +$180K 0.01% 530
2024
Q2
$383K Buy
7,228
+22
+0.3% +$1.17K 0.01% 654
2024
Q1
$385K Buy
7,206
+55
+0.8% +$2.94K 0.01% 700
2023
Q4
$373K Buy
+7,151
New +$373K 0.01% 669
2021
Q3
Sell
-3,503
Closed -$212K 318
2021
Q2
$212K Buy
+3,503
New +$212K 0.01% 350
2020
Q1
Sell
-423
Closed -$28K 515
2019
Q4
$28K Hold
423
﹤0.01% 366
2019
Q3
$28K Buy
+423
New +$28K ﹤0.01% 368
2018
Q3
Sell
-424
Closed -$24K 284
2018
Q2
$24K Buy
+424
New +$24K 0.01% 232