Sowell Financial Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
3,916
+44
| +1% | +$3.03K | 0.01% | 835 |
|
|
2025
Q1 | $267K | Buy |
+3,872
| New | +$267K | 0.01% | 812 |
|
|
2023
Q2 | – | Sell |
-3,799
| Closed | -$232K | – | 637 |
|
|
2023
Q1 | $232K | Buy |
+3,799
| New | +$232K | 0.02% | 649 |
|
|
2021
Q2 | – | Sell |
-3,735
| Closed | -$238K | – | 1191 |
|
|
2021
Q1 | $238K | Buy |
3,735
+416
| +13% | +$26.5K | 0.01% | 954 |
|
|
2020
Q4 | $184K | Sell |
3,319
-140
| -4% | -$7.76K | 0.01% | 887 |
|
|
2020
Q3 | $176K | Sell |
3,459
-507
| -13% | -$25.8K | 0.01% | 774 |
|
|
2020
Q2 | $235K | Sell |
3,966
-5,912
| -60% | -$350K | 0.01% | 666 |
|
|
2020
Q1 | $544K | Buy |
9,878
+4,793
| +94% | +$264K | 0.04% | 380 |
|
|
2019
Q4 | $331K | Sell |
5,085
-2,264
| -31% | -$147K | 0.03% | 568 |
|
|
2019
Q3 | $489K | Buy |
+7,349
| New | +$489K | 0.04% | 422 |
|
|
2019
Q1 | $261K | Sell |
4,493
-34
| -0.8% | -$1.98K | 0.03% | 478 |
|
|
2018
Q4 | $257K | Buy |
4,527
+67
| +2% | +$3.8K | 0.04% | 418 |
|
|
2018
Q3 | $245K | Buy |
+4,460
| New | +$245K | 0.04% | 297 |
|