SeaCrest 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
$995K Buy
14,438
+329
+2% +$22.7K 0.11% 178
2025
Q1
$973K Buy
14,109
+534
+4% +$36.8K 0.11% 185
2024
Q4
$836K Sell
13,575
-1,050
-7% -$64.6K 0.09% 215
2024
Q3
$907K Sell
14,625
-2,000
-12% -$124K 0.1% 205
2024
Q2
$881K Sell
16,625
-318
-2% -$16.8K 0.1% 197
2024
Q1
$904K Buy
16,943
+1,062
+7% +$56.7K 0.11% 193
2023
Q4
$853K Buy
15,881
+7
+0% +$376 0.11% 202
2023
Q3
$805K Buy
15,874
+1
+0% +$51 0.1% 210
2023
Q2
$927K Buy
15,873
+8
+0.1% +$467 0.12% 181
2023
Q1
$970K Buy
15,865
+11
+0.1% +$672 0.13% 175
2022
Q4
$998K Sell
15,854
-4
-0% -$252 0.14% 163
2022
Q3
$942K Sell
15,858
-8
-0.1% -$475 0.14% 155
2022
Q2
$1.04M Sell
15,866
-2,061
-11% -$134K 0.13% 167
2022
Q1
$1.23M Sell
17,927
-26
-0.1% -$1.78K 0.14% 156
2021
Q4
$1.23M Buy
17,953
+78
+0.4% +$5.35K 0.14% 150
2021
Q3
$1.11M Hold
17,875
0.13% 166
2021
Q2
$1.08M Hold
17,875
0.13% 168
2021
Q1
$1.06M Hold
17,875
0.14% 163
2020
Q4
$992K Hold
17,875
0.14% 160
2020
Q3
$908K Hold
17,875
0.15% 156
2020
Q2
$1.06M Buy
17,875
+500
+3% +$29.7K 0.18% 114
2020
Q1
$956K Hold
17,375
0.21% 106
2019
Q4
$1.13M Hold
17,375
0.19% 125
2019
Q3
$1.16M Hold
17,375
0.22% 108
2019
Q2
$1.05M Hold
17,375
0.21% 113
2019
Q1
$1.01M Hold
17,375
0.17% 119
2018
Q4
$986K Buy
17,375
+85
+0.5% +$4.82K 0.2% 101
2018
Q3
$950K Buy
17,290
+17,275
+115,167% +$949K 0.16% 121
2018
Q2
$1K Buy
+15
New +$1K ﹤0.01% 2093