Principal Securities’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
7,547
+6,648
| +739% | +$458K | 0.01% | 839 |
|
|
2025
Q1 | $55.3K | Hold |
899
| – | – | ﹤0.01% | 1714 |
|
|
2024
Q4 | $55.3K | Buy |
899
+123
| +16% | +$7.57K | ﹤0.01% | 1714 |
|
|
2024
Q3 | $48.1K | Sell |
776
-201
| -21% | -$12.5K | ﹤0.01% | 1712 |
|
|
2024
Q2 | $51.8K | Buy |
977
+66
| +7% | +$3.5K | ﹤0.01% | 1609 |
|
|
2024
Q1 | $48.6K | Buy |
911
+93
| +11% | +$4.96K | ﹤0.01% | 1587 |
|
|
2023
Q4 | $42.7K | Buy |
+818
| New | +$42.7K | ﹤0.01% | 1556 |
|