SMA
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Sage Mountain Advisors’s Evergy EVRG Stock Holding History

Sage Mountain Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Sell
4,591
-918
-17% -$63.3K 0.02% 311
2025
Q1 		$380K Sell
5,509
-742
-12% -$51.2K 0.03% 266
2024
Q4 		$385K Buy
+6,251
New +$385K 0.03% 250