Ritter Daniher Financial Advisory’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.93K	Hold	109	–	–	﹤0.01%	449
2025 Q4	$7.9K	Hold	109	–	–	﹤0.01%	464
2025 Q3	$8.29K	Hold	109	–	–	﹤0.01%	353
2025 Q2	$7.51K	Hold	109	–	–	﹤0.01%	275
2025 Q1	$7.52K	Hold	109	–	–	﹤0.01%	257
2024 Q4	$6.71K	Sell	109 -10	-8%	-$618	﹤0.01%	254
2024 Q3	$7.38K	Hold	119	–	–	﹤0.01%	253
2024 Q2	$6.3K	Hold	119	–	–	﹤0.01%	254
2024 Q1	$6.35K	Hold	119	–	–	﹤0.01%	241
2023 Q4	$6.21K	Hold	119	–	–	﹤0.01%	258
2023 Q3	$6.03K	Hold	119	–	–	﹤0.01%	260
2023 Q2	$6.95K	Hold	119	–	–	﹤0.01%	237
2023 Q1	$7.27K	Buy	+119	New	+$7.24K	﹤0.01%	221