Smith, Moore & Co’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
10,443
+309
| +3% | +$21.3K | 0.06% | 257 |
|
|
2025
Q1 | $699K | Buy |
10,134
+582
| +6% | +$40.1K | 0.06% | 246 |
|
|
2024
Q4 | $588K | Sell |
9,552
-151
| -2% | -$9.29K | 0.05% | 268 |
|
|
2024
Q3 | $602K | Buy |
9,703
+211
| +2% | +$13.1K | 0.06% | 259 |
|
|
2024
Q2 | $503K | Buy |
9,492
+449
| +5% | +$23.8K | 0.05% | 266 |
|
|
2024
Q1 | $483K | Buy |
9,043
+10
| +0.1% | +$534 | 0.05% | 275 |
|
|
2023
Q4 | $472K | Buy |
9,033
+259
| +3% | +$13.5K | 0.06% | 266 |
|
|
2023
Q3 | $445K | Buy |
8,774
+193
| +2% | +$9.79K | 0.06% | 257 |
|
|
2023
Q2 | $501K | Sell |
8,581
-30
| -0.3% | -$1.75K | 0.06% | 246 |
|
|
2023
Q1 | $526K | Buy |
8,611
+428
| +5% | +$26.2K | 0.07% | 229 |
|
|
2022
Q4 | $515K | Sell |
8,183
-687
| -8% | -$43.2K | 0.07% | 226 |
|
|
2022
Q3 | $527K | Buy |
8,870
+1,819
| +26% | +$108K | 0.08% | 214 |
|
|
2022
Q2 | $460K | Sell |
7,051
-171
| -2% | -$11.2K | 0.07% | 233 |
|
|
2022
Q1 | $494K | Buy |
7,222
+519
| +8% | +$35.5K | 0.07% | 242 |
|
|
2021
Q4 | $460K | Buy |
6,703
+109
| +2% | +$7.48K | 0.06% | 250 |
|
|
2021
Q3 | $410K | Buy |
6,594
+230
| +4% | +$14.3K | 0.06% | 256 |
|
|
2021
Q2 | $385K | Buy |
6,364
+1,632
| +34% | +$98.7K | 0.06% | 268 |
|
|
2021
Q1 | $282K | Sell |
4,732
-200
| -4% | -$11.9K | 0.05% | 304 |
|
|
2020
Q4 | $274K | Buy |
4,932
+1
| +0% | +$56 | 0.05% | 273 |
|
|
2020
Q3 | $251K | Sell |
4,931
-75
| -1% | -$3.82K | 0.05% | 274 |
|
|
2020
Q2 | $297K | Sell |
5,006
-61
| -1% | -$3.62K | 0.07% | 243 |
|
|
2020
Q1 | $279K | Buy |
5,067
+45
| +0.9% | +$2.48K | 0.07% | 230 |
|
|
2019
Q4 | $327K | Buy |
5,022
+68
| +1% | +$4.43K | 0.07% | 244 |
|
|
2019
Q3 | $330K | Sell |
4,954
-122
| -2% | -$8.13K | 0.07% | 231 |
|
|
2019
Q2 | $305K | Buy |
5,076
+87
| +2% | +$5.23K | 0.07% | 257 |
|
|
2019
Q1 | $290K | Buy |
+4,989
| New | +$290K | 0.07% | 249 |
|