Rothschild Investment LLC’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.5K | Buy |
747
+15
| +2% | +$1.03K | ﹤0.01% | 775 |
|
|
2025
Q1 | $50.5K | Sell |
732
-9
| -1% | -$621 | ﹤0.01% | 764 |
|
|
2024
Q4 | $45.6K | Buy |
741
+11
| +2% | +$677 | ﹤0.01% | 797 |
|
|
2024
Q3 | $45.3K | Buy |
730
+30
| +4% | +$1.86K | ﹤0.01% | 799 |
|
|
2024
Q2 | $37.1K | Buy |
700
+11
| +2% | +$583 | ﹤0.01% | 823 |
|
|
2024
Q1 | $36.8K | Buy |
689
+460
| +201% | +$24.6K | ﹤0.01% | 793 |
|
|
2023
Q4 | $12K | Buy |
+229
| New | +$12K | ﹤0.01% | 964 |
|