Sound View Wealth Advisors Group’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,342	Closed	-$330K	–	424
2025 Q3	$330K	Sell	4,342 -230	-5%	-$16.4K	0.02%	341
2025 Q2	$315K	Hold	4,572	–	–	0.02%	338
2025 Q1	$315K	Sell	4,572 -1,800	-28%	-$118K	0.03%	321
2024 Q4	$392K	Hold	6,372	–	–	0.03%	293
2024 Q3	$395K	Buy	6,372 +2,347	+58%	+$137K	0.03%	294
2024 Q2	$213K	Hold	4,025	–	–	0.02%	345
2024 Q1	$215K	Sell	4,025 -402	-9%	-$20.5K	0.02%	350
2023 Q4	$231K	Buy	+4,427	New	+$223K	0.03%	349
2023 Q3	–	Sell	-3,972	Closed	-$232K	–	369
2023 Q2	$232K	Sell	3,972 -211	-5%	-$12.7K	0.03%	325
2023 Q1	$256K	Sell	4,183 -244	-6%	-$14.8K	0.04%	309
2022 Q4	$231K	Buy	+4,427	New	+$266K	0.03%	349