Raymond James Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $361K | Sell |
5,815
-335
| -5% | -$20.8K | 0.01% | 937 |
|
|
2024
Q2 | $326K | Buy |
6,150
+162
| +3% | +$8.58K | 0.01% | 935 |
|
|
2024
Q1 | $320K | Sell |
5,988
-806
| -12% | -$43K | 0.01% | 935 |
|
|
2023
Q4 | $355K | Buy |
6,794
+100
| +1% | +$5.22K | 0.01% | 845 |
|
|
2023
Q3 | $339K | Sell |
6,694
-392
| -6% | -$19.9K | 0.01% | 812 |
|
|
2023
Q2 | $414K | Buy |
7,086
+97
| +1% | +$5.67K | 0.01% | 738 |
|
|
2023
Q1 | $427K | Buy |
6,989
+13
| +0.2% | +$794 | 0.01% | 698 |
|
|
2022
Q4 | $439K | Sell |
6,976
-2
| -0% | -$126 | 0.01% | 657 |
|
|
2022
Q3 | $415K | Sell |
6,978
-420
| -6% | -$25K | 0.02% | 651 |
|
|
2022
Q2 | $482K | Buy |
7,398
+52
| +0.7% | +$3.39K | 0.02% | 596 |
|
|
2022
Q1 | $502K | Sell |
7,346
-116
| -2% | -$7.93K | 0.02% | 645 |
|
|
2021
Q4 | $512K | Buy |
7,462
+1,518
| +26% | +$104K | 0.02% | 634 |
|
|
2021
Q3 | $370K | Sell |
5,944
-751
| -11% | -$46.7K | 0.01% | 752 |
|
|
2021
Q2 | $405K | Buy |
6,695
+944
| +16% | +$57.1K | 0.01% | 710 |
|
|
2021
Q1 | $342K | Sell |
5,751
-624
| -10% | -$37.1K | 0.01% | 765 |
|
|
2020
Q4 | $354K | Sell |
6,375
-1,067
| -14% | -$59.3K | 0.01% | 690 |
|
|
2020
Q3 | $378K | Buy |
7,442
+2,251
| +43% | +$114K | 0.02% | 587 |
|
|
2020
Q2 | $308K | Sell |
5,191
-1,197
| -19% | -$71K | 0.01% | 649 |
|
|
2020
Q1 | $352K | Sell |
6,388
-24,907
| -80% | -$1.37M | 0.02% | 499 |
|
|
2019
Q4 | $2.04M | Sell |
31,295
-90
| -0.3% | -$5.86K | 0.1% | 188 |
|
|
2019
Q3 | $2.09M | Buy |
31,385
+575
| +2% | +$38.3K | 0.11% | 188 |
|
|
2019
Q2 | $1.85M | Buy |
30,810
+1,703
| +6% | +$102K | 0.1% | 191 |
|
|
2019
Q1 | $1.69M | Buy |
29,107
+375
| +1% | +$21.8K | 0.1% | 196 |
|
|
2018
Q4 | $1.63M | Sell |
28,732
-1,092
| -4% | -$62K | 0.1% | 191 |
|
|
2018
Q3 | $1.64M | Buy |
29,824
+399
| +1% | +$21.9K | 0.09% | 207 |
|
|
2018
Q2 | $1.65M | Buy |
+29,425
| New | +$1.65M | 0.1% | 206 |
|