Sonora Investment Management Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
225,915
+3,269
| +1% | +$225K | 1.16% | 26 |
|
|
2025
Q1 | $15.4M | Buy |
222,646
+22,415
| +11% | +$1.55M | 1.22% | 26 |
|
|
2024
Q4 | $12.3M | Buy |
200,231
+9,296
| +5% | +$572K | 0.94% | 36 |
|
|
2024
Q3 | $11.8M | Buy |
190,935
+12,102
| +7% | +$750K | 0.88% | 44 |
|
|
2024
Q2 | $9.55M | Hold |
178,833
| – | – | 0.75% | 52 |
|
|
2024
Q1 | $9.55M | Buy |
178,833
+6,986
| +4% | +$373K | 0.75% | 52 |
|
|
2023
Q4 | $8.97M | Buy |
171,847
+4,647
| +3% | +$243K | 0.73% | 50 |
|
|
2023
Q3 | $8.48M | Buy |
167,200
+7,899
| +5% | +$400K | 0.73% | 49 |
|
|
2023
Q2 | $9.31M | Buy |
159,301
+2,254
| +1% | +$132K | 0.78% | 48 |
|
|
2023
Q1 | $9.6M | Buy |
157,047
+22,192
| +16% | +$1.36M | 0.84% | 42 |
|
|
2022
Q4 | $8.49M | Buy |
134,855
+9,605
| +8% | +$604K | 0.77% | 50 |
|
|
2022
Q3 | $8.17M | Buy |
125,250
+130
| +0.1% | +$8.48K | 1.05% | 35 |
|
|
2022
Q2 | $8.16M | Buy |
125,120
+4,542
| +4% | +$296K | 0.77% | 49 |
|
|
2022
Q1 | $8.24M | Sell |
120,578
-61
| -0.1% | -$4.17K | 0.93% | 40 |
|
|
2021
Q4 | $8.28M | Buy |
+120,639
| New | +$8.28M | 0.96% | 38 |
|