SIS
Sound Income Strategies’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Buy |
228,001
+12,988
| +6% | +$895K | 0.9% | 37 |
|
|
2025
Q1 | $14.8M | Sell |
215,013
-991
| -0.5% | -$68.3K | 0.88% | 40 |
|
|
2024
Q4 | $13.3M | Buy |
216,004
+212,286
| +5,710% | +$13.1M | 0.82% | 39 |
|
|
2024
Q3 | $231K | Hold |
3,718
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $197K | Hold |
3,718
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $198K | Hold |
3,718
| – | – | 0.01% | 219 |
|
|
2023
Q4 | $194K | Hold |
3,718
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $189K | Hold |
3,718
| – | – | 0.02% | 158 |
|
|
2023
Q2 | $217K | Hold |
3,718
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $227K | Hold |
3,718
| – | – | 0.02% | 139 |
|
|
2022
Q4 | $234K | Hold |
3,718
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $221K | Buy |
3,718
+17
| +0.5% | +$1.01K | 0.03% | 133 |
|
|
2022
Q2 | $242K | Hold |
3,701
| – | – | 0.03% | 126 |
|
|
2022
Q1 | $253K | Buy |
3,701
+27
| +0.7% | +$1.85K | 0.03% | 132 |
|
|
2021
Q4 | $252K | Hold |
3,674
| – | – | 0.03% | 136 |
|
|
2021
Q3 | $229K | Hold |
3,674
| – | – | 0.03% | 136 |
|
|
2021
Q2 | $222K | Hold |
3,674
| – | – | 0.03% | 134 |
|
|
2021
Q1 | $219K | Buy |
+3,674
| New | +$219K | 0.04% | 123 |
|
|
2020
Q3 | – | Sell |
-171
| Closed | -$10K | – | 857 |
|
|
2020
Q2 | $10K | Hold |
171
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $9K | Hold |
171
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $11K | Hold |
171
| – | – | ﹤0.01% | 318 |
|
|
2019
Q3 | $11K | Hold |
171
| – | – | ﹤0.01% | 297 |
|
|
2019
Q2 | $10K | Hold |
171
| – | – | ﹤0.01% | 335 |
|
|
2019
Q1 | $10K | Buy |
171
+128
| +298% | +$7.49K | ﹤0.01% | 335 |
|
|
2018
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 528 |
|
|
2018
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 544 |
|
|
2018
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 501 |
|