Retirement Planning Group (Kansas)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
22,329
+1,278
| +6% | +$88.1K | 0.07% | 106 |
|
|
2025
Q1 | $1.45M | Sell |
21,051
-3,321
| -14% | -$229K | 0.07% | 101 |
|
|
2024
Q4 | $1.5M | Buy |
24,372
+210
| +0.9% | +$12.9K | 0.08% | 99 |
|
|
2024
Q3 | $1.5M | Sell |
24,162
-184
| -0.8% | -$11.4K | 0.08% | 102 |
|
|
2024
Q2 | $1.29M | Buy |
24,346
+2,599
| +12% | +$138K | 0.08% | 91 |
|
|
2024
Q1 | $1.16M | Sell |
21,747
-289
| -1% | -$15.4K | 0.09% | 87 |
|
|
2023
Q4 | $1.15M | Sell |
22,036
-196
| -0.9% | -$10.2K | 0.1% | 70 |
|
|
2023
Q3 | $1.13M | Buy |
22,232
+98
| +0.4% | +$4.97K | 0.12% | 56 |
|
|
2023
Q2 | $1.29M | Buy |
22,134
+79
| +0.4% | +$4.62K | 0.13% | 51 |
|
|
2023
Q1 | $1.35M | Buy |
22,055
+439
| +2% | +$26.8K | 0.14% | 51 |
|
|
2022
Q4 | $1.36M | Buy |
21,616
+403
| +2% | +$25.4K | 0.16% | 52 |
|
|
2022
Q3 | $1.26M | Buy |
21,213
+141
| +0.7% | +$8.38K | 0.16% | 48 |
|
|
2022
Q2 | $1.38M | Buy |
21,072
+213
| +1% | +$13.9K | 0.17% | 39 |
|
|
2022
Q1 | $1.43M | Buy |
20,859
+55
| +0.3% | +$3.76K | 0.16% | 41 |
|
|
2021
Q4 | $1.43M | Buy |
20,804
+1,860
| +10% | +$128K | 0.14% | 36 |
|
|
2021
Q3 | $1.18M | Buy |
18,944
+934
| +5% | +$58.1K | 0.13% | 33 |
|
|
2021
Q2 | $1.09M | Buy |
18,010
+136
| +0.8% | +$8.22K | 0.12% | 39 |
|
|
2021
Q1 | $1.06M | Buy |
17,874
+146
| +0.8% | +$8.69K | 0.15% | 29 |
|
|
2020
Q4 | $984K | Buy |
17,728
+160
| +0.9% | +$8.88K | 0.14% | 31 |
|
|
2020
Q3 | $893K | Buy |
17,568
+156
| +0.9% | +$7.93K | 0.15% | 31 |
|
|
2020
Q2 | $1.03M | Buy |
17,412
+131
| +0.8% | +$7.76K | 0.19% | 30 |
|
|
2020
Q1 | $951K | Sell |
17,281
-368
| -2% | -$20.3K | 0.23% | 23 |
|
|
2019
Q4 | $1.15M | Buy |
17,649
+153
| +0.9% | +$9.96K | 0.23% | 31 |
|
|
2019
Q3 | $1.17M | Buy |
17,496
+92
| +0.5% | +$6.13K | 0.25% | 30 |
|
|
2019
Q2 | $1.05M | Buy |
17,404
+576
| +3% | +$34.7K | 0.24% | 28 |
|
|
2019
Q1 | $977K | Buy |
16,828
+69
| +0.4% | +$4.01K | 0.24% | 30 |
|
|
2018
Q4 | $951K | Sell |
16,759
-65
| -0.4% | -$3.69K | 0.25% | 31 |
|
|
2018
Q3 | $924K | Sell |
16,824
-2,117
| -11% | -$116K | 0.24% | 26 |
|
|
2018
Q2 | $1.06M | Buy |
+18,941
| New | +$1.06M | 0.29% | 24 |
|