Soltis Investment 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 | $4.26M | Buy |
61,732
+4,236
| +7% | +$292K | 0.33% | 75 |
|
|
2025
Q1 | $3.96M | Sell |
57,496
-521
| -0.9% | -$35.9K | 0.35% | 79 |
|
|
2024
Q4 | $3.57M | Buy |
58,017
+3,158
| +6% | +$194K | 0.33% | 85 |
|
|
2024
Q3 | $3.4M | Buy |
54,859
+3,836
| +8% | +$238K | 0.33% | 89 |
|
|
2024
Q2 | $2.7M | Buy |
51,023
+3,141
| +7% | +$166K | 0.29% | 94 |
|
|
2024
Q1 | $2.56M | Buy |
47,882
+1,742
| +4% | +$93K | 0.29% | 102 |
|
|
2023
Q4 | $2.41M | Buy |
+46,140
| New | +$2.41M | 0.27% | 99 |
|
|
2022
Q3 | – | Sell |
-3,212
| Closed | -$210K | – | 234 |
|
|
2022
Q2 | $210K | Sell |
3,212
-7
| -0.2% | -$458 | 0.03% | 224 |
|
|
2022
Q1 | $220K | Buy |
3,219
+48
| +2% | +$3.28K | 0.03% | 232 |
|
|
2021
Q4 | $218K | Buy |
+3,171
| New | +$218K | 0.03% | 243 |
|