Spire Wealth Management’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.7K Sell
909
-101
-10% -$6.96K ﹤0.01% 1124
2025
Q1
$69.6K Sell
1,010
-63
-6% -$4.34K ﹤0.01% 1172
2024
Q4
$66K Buy
1,073
+101
+10% +$6.22K ﹤0.01% 1175
2024
Q3
$60.3K Sell
972
-46
-5% -$2.85K ﹤0.01% 1074
2024
Q2
$53.9K Buy
1,018
+191
+23% +$10.1K ﹤0.01% 1092
2024
Q1
$44.1K Sell
827
-254
-23% -$13.6K ﹤0.01% 1262
2023
Q4
$54.5K Buy
1,081
+229
+27% +$11.6K ﹤0.01% 1178
2023
Q3
$43.2K Buy
852
+44
+5% +$2.23K ﹤0.01% 1214
2023
Q2
$47.2K Buy
808
+82
+11% +$4.79K ﹤0.01% 1221
2023
Q1
$44.4K Buy
726
+252
+53% +$15.4K ﹤0.01% 1247
2022
Q4
$30K Buy
474
+7
+1% +$443 ﹤0.01% 1192
2022
Q3
$28K Sell
467
-4,244
-90% -$254K ﹤0.01% 1178
2022
Q2
$307K Buy
4,711
+3,719
+375% +$242K 0.01% 626
2022
Q1
$68K Sell
992
-3,528
-78% -$242K ﹤0.01% 1326
2021
Q4
$310K Buy
4,520
+3,468
+330% +$238K 0.01% 890
2021
Q3
$65K Sell
1,052
-432
-29% -$26.7K ﹤0.01% 1367
2021
Q2
$90K Sell
1,484
-13,019
-90% -$790K ﹤0.01% 1214
2021
Q1
$860K Buy
+14,503
New +$860K 0.02% 496