Rockland Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
15,124
-12
| -0.1% | -$827 | 0.05% | 125 |
|
|
2025
Q1 | $1.04M | Sell |
15,136
-849
| -5% | -$58.5K | 0.05% | 126 |
|
|
2024
Q4 | $984K | Sell |
15,985
-825
| -5% | -$50.8K | 0.05% | 139 |
|
|
2024
Q3 | $1.04M | Buy |
16,810
+596
| +4% | +$37K | 0.05% | 135 |
|
|
2024
Q2 | $859K | Buy |
16,214
+400
| +3% | +$21.2K | 0.05% | 152 |
|
|
2024
Q1 | $844K | Buy |
15,814
+1,087
| +7% | +$58K | 0.04% | 157 |
|
|
2023
Q4 | $769K | Buy |
+14,727
| New | +$769K | 0.04% | 165 |
|
|
2023
Q3 | – | Sell |
-3,961
| Closed | -$231K | – | 288 |
|
|
2023
Q2 | $231K | Sell |
3,961
-326
| -8% | -$19K | 0.01% | 270 |
|
|
2023
Q1 | $262K | Sell |
4,287
-1,125
| -21% | -$68.8K | 0.02% | 257 |
|
|
2022
Q4 | $341K | Sell |
5,412
-1,209
| -18% | -$76.2K | 0.02% | 226 |
|
|
2022
Q3 | $393K | Sell |
6,621
-3,638
| -35% | -$216K | 0.03% | 192 |
|
|
2022
Q2 | $669K | Sell |
10,259
-12,809
| -56% | -$835K | 0.05% | 160 |
|
|
2022
Q1 | $1.58M | Sell |
23,068
-21,702
| -48% | -$1.48M | 0.1% | 112 |
|
|
2021
Q4 | $3.07M | Sell |
44,770
-15,680
| -26% | -$1.08M | 0.2% | 86 |
|
|
2021
Q3 | $3.76M | Sell |
60,450
-126,830
| -68% | -$7.89M | 0.26% | 76 |
|
|
2021
Q2 | $11.3M | Sell |
187,280
-5,960
| -3% | -$360K | 0.78% | 44 |
|
|
2021
Q1 | $11.5M | Buy |
193,240
+2,953
| +2% | +$176K | 0.83% | 45 |
|
|
2020
Q4 | $10.6M | Buy |
190,287
+8,250
| +5% | +$458K | 0.82% | 44 |
|
|
2020
Q3 | $9.25M | Buy |
182,037
+1,472
| +0.8% | +$74.8K | 0.79% | 46 |
|
|
2020
Q2 | $10.7M | Buy |
180,565
+1,540
| +0.9% | +$91.3K | 0.96% | 40 |
|
|
2020
Q1 | $9.86M | Buy |
179,025
+1,559
| +0.9% | +$85.8K | 1% | 38 |
|
|
2019
Q4 | $11.6M | Buy |
177,466
+5,515
| +3% | +$359K | 0.95% | 42 |
|
|
2019
Q3 | $11.2M | Buy |
171,951
+1,156
| +0.7% | +$75.6K | 1.02% | 39 |
|
|
2019
Q2 | $10.3M | Buy |
170,795
+6,209
| +4% | +$373K | 1.02% | 40 |
|
|
2019
Q1 | $9.55M | Buy |
164,586
+926
| +0.6% | +$53.8K | 1.01% | 41 |
|
|
2018
Q4 | $9.29M | Sell |
163,660
-1,825
| -1% | -$104K | 1.14% | 32 |
|
|
2018
Q3 | $9.09M | Sell |
165,485
-3,413
| -2% | -$187K | 1.11% | 38 |
|
|
2018
Q2 | $9.48M | Buy |
+168,898
| New | +$9.48M | 1.23% | 33 |
|