Sequoia Financial Advisors’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Buy	19,304 +16,285	+539%	+$1.12M	0.01%	587
2025 Q1	$208K	Sell	3,019 -241	-7%	-$16.6K	﹤0.01%	1239
2024 Q4	$201K	Buy	+3,260	New	+$201K	﹤0.01%	1222
2024 Q1	–	Sell	-5,752	Closed	-$300K	–	1190
2023 Q4	$300K	Buy	+5,752	New	+$300K	﹤0.01%	929