Sierra Summit 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 | $849K | Sell |
12,317
-323
| -3% | -$22.3K | 0.15% | 94 |
|
|
2025
Q1 | $872K | Buy |
12,640
+386
| +3% | +$26.6K | 0.19% | 78 |
|
|
2024
Q4 | $754K | Buy |
12,254
+3,038
| +33% | +$187K | 0.15% | 80 |
|
|
2024
Q3 | $571K | Buy |
9,216
+1,534
| +20% | +$95.1K | 0.13% | 90 |
|
|
2024
Q2 | $407K | Buy |
+7,682
| New | +$407K | 0.1% | 111 |
|