Ranch Capital 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 | $1.91M | Buy |
27,658
+1,354
| +5% | +$93.3K | 0.83% | 40 |
|
|
2025
Q1 | $1.81M | Buy |
+26,304
| New | +$1.81M | 0.86% | 42 |
|
|
2021
Q4 | – | Sell |
-501
| Closed | -$31K | – | 283 |
|
|
2021
Q3 | $31K | Buy |
501
+3
| +0.6% | +$186 | 0.02% | 317 |
|
|
2021
Q2 | $30K | Buy |
498
+152
| +44% | +$9.16K | 0.02% | 401 |
|
|
2021
Q1 | $20K | Buy |
346
+2
| +0.6% | +$116 | 0.01% | 469 |
|
|
2020
Q4 | $19K | Buy |
344
+3
| +0.9% | +$166 | 0.01% | 482 |
|
|
2020
Q3 | $17K | Buy |
341
+3
| +0.9% | +$150 | 0.01% | 485 |
|
|
2020
Q2 | $18K | Sell |
338
-98
| -22% | -$5.22K | 0.01% | 494 |
|
|
2020
Q1 | $24K | Sell |
436
-298
| -41% | -$16.4K | 0.02% | 411 |
|
|
2019
Q4 | $48K | Buy |
+734
| New | +$48K | 0.04% | 346 |
|