Ruedi Wealth Management’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 |
-1,000
| Closed | -$69K | – | 149 |
|
|
2025
Q1 | $69K | Hold |
1,000
| – | – | 0.02% | 79 |
|
|
2024
Q4 | $61.6K | Hold |
1,000
| – | – | 0.02% | 80 |
|
|
2024
Q3 | $62K | Hold |
1,000
| – | – | 0.02% | 80 |
|
|
2024
Q2 | $53K | Hold |
1,000
| – | – | 0.02% | 82 |
|
|
2024
Q1 | $53.4K | Hold |
1,000
| – | – | 0.02% | 84 |
|
|
2023
Q4 | $52.2K | Hold |
1,000
| – | – | 0.02% | 80 |
|
|
2023
Q3 | $50.7K | Hold |
1,000
| – | – | 0.03% | 76 |
|
|
2023
Q2 | $58.4K | Hold |
1,000
| – | – | 0.03% | 69 |
|
|
2023
Q1 | $61.1K | Hold |
1,000
| – | – | 0.04% | 73 |
|
|
2022
Q4 | $62.9K | Buy |
+1,000
| New | +$62.9K | 0.04% | 67 |
|