Sentry Investment Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-713
| Closed | -$44K | – | 493 |
|
|
2024
Q4 | $44K | Sell |
713
-116
| -14% | -$7.16K | 0.02% | 417 |
|
|
2024
Q3 | $51K | Buy |
+829
| New | +$51K | 0.02% | 437 |
|
|
2023
Q4 | – | Sell |
-1,334
| Closed | -$68K | – | 484 |
|
|
2023
Q3 | $68K | Sell |
1,334
-157
| -11% | -$8K | 0.03% | 424 |
|
|
2023
Q2 | $87K | Hold |
1,491
| – | – | 0.03% | 414 |
|
|
2023
Q1 | $91K | Sell |
1,491
-39
| -3% | -$2.38K | 0.04% | 379 |
|
|
2022
Q4 | $96K | Hold |
1,530
| – | – | 0.04% | 375 |
|
|
2022
Q3 | $91K | Hold |
1,530
| – | – | 0.04% | 370 |
|
|
2022
Q2 | $100K | Sell |
1,530
-298
| -16% | -$19.5K | 0.05% | 366 |
|
|
2022
Q1 | $125K | Sell |
1,828
-728
| -28% | -$49.8K | 0.04% | 388 |
|
|
2021
Q4 | $175K | Buy |
2,556
+523
| +26% | +$35.8K | 0.05% | 350 |
|
|
2021
Q3 | $126K | Sell |
2,033
-297
| -13% | -$18.4K | 0.04% | 404 |
|
|
2021
Q2 | $141K | Hold |
2,330
| – | – | 0.04% | 384 |
|
|
2021
Q1 | $139K | Sell |
2,330
-11,144
| -83% | -$665K | 0.04% | 385 |
|
|
2020
Q4 | $748K | Hold |
13,474
| – | – | 0.04% | 360 |
|
|
2020
Q3 | $685K | Hold |
13,474
| – | – | 0.04% | 332 |
|
|
2020
Q2 | $799K | Buy |
13,474
+43
| +0.3% | +$2.55K | 0.05% | 334 |
|
|
2020
Q1 | $739K | Hold |
13,431
| – | – | 0.05% | 271 |
|
|
2019
Q4 | $874K | Hold |
13,431
| – | – | 0.05% | 311 |
|
|
2019
Q3 | $894K | Sell |
13,431
-2,553
| -16% | -$170K | 0.06% | 291 |
|
|
2019
Q2 | $961K | Hold |
15,984
| – | – | 0.06% | 293 |
|
|
2019
Q1 | $928K | Sell |
15,984
-1,420
| -8% | -$82.4K | 0.06% | 285 |
|
|
2018
Q4 | $988K | Sell |
17,404
-457
| -3% | -$25.9K | 0.07% | 267 |
|
|
2018
Q3 | $981K | Buy |
17,861
+2,700
| +18% | +$148K | 0.06% | 298 |
|
|
2018
Q2 | $851K | Buy |
+15,161
| New | +$851K | 0.06% | 331 |
|