Riverview Trust Company’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-804
| Closed | -$55.4K | – | 331 |
|
|
2025
Q1 | $55.4K | Hold |
804
| – | – | 0.05% | 210 |
|
|
2024
Q4 | $49.5K | Hold |
804
| – | – | 0.05% | 226 |
|
|
2024
Q3 | $49.9K | Hold |
804
| – | – | 0.04% | 239 |
|
|
2024
Q2 | $42.6K | Hold |
804
| – | – | 0.04% | 249 |
|
|
2024
Q1 | $42.9K | Buy |
+804
| New | +$42.9K | 0.03% | 263 |
|
|
2023
Q3 | – | Sell |
-215
| Closed | -$12.6K | – | 689 |
|
|
2023
Q2 | $12.6K | Hold |
215
| – | – | 0.01% | 645 |
|
|
2023
Q1 | $13.1K | Hold |
215
| – | – | 0.01% | 589 |
|
|
2022
Q4 | $14K | Buy |
+215
| New | +$14K | 0.01% | 472 |
|
|
2021
Q3 | – | Sell |
-129
| Closed | -$8K | – | 238 |
|
|
2021
Q2 | $8K | Hold |
129
| – | – | 0.01% | 215 |
|
|
2021
Q1 | $8K | Hold |
129
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $7K | Sell |
129
-129
| -50% | -$7K | 0.01% | 212 |
|
|
2020
Q3 | $13K | Hold |
258
| – | – | 0.01% | 215 |
|
|
2020
Q2 | $15K | Hold |
258
| – | – | 0.01% | 217 |
|
|
2020
Q1 | $14K | Hold |
258
| – | – | 0.01% | 222 |
|
|
2019
Q4 | $17K | Sell |
258
-129
| -33% | -$8.5K | 0.01% | 238 |
|
|
2019
Q3 | $26K | Hold |
387
| – | – | 0.02% | 210 |
|
|
2019
Q2 | $23K | Sell |
387
-129
| -25% | -$7.67K | 0.02% | 213 |
|
|
2019
Q1 | $30K | Sell |
516
-129
| -20% | -$7.5K | 0.02% | 198 |
|
|
2018
Q4 | $37K | Buy |
+645
| New | +$37K | 0.03% | 162 |
|