Spirit of America Management Corp’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
10,650
+2,000
| +23% | +$138K | 0.15% | 145 |
|
|
2025
Q1 | $596K | Buy |
8,650
+550
| +7% | +$37.9K | 0.12% | 157 |
|
|
2024
Q4 | $499K | Buy |
8,100
+3,150
| +64% | +$194K | 0.1% | 174 |
|
|
2024
Q3 | $307K | Buy |
4,950
+2,050
| +71% | +$127K | 0.06% | 216 |
|
|
2024
Q2 | $154K | Buy |
2,900
+1,050
| +57% | +$55.6K | 0.03% | 249 |
|
|
2024
Q1 | $98.8K | Buy |
1,850
+550
| +42% | +$29.4K | 0.02% | 252 |
|
|
2023
Q4 | $67.9K | Hold |
1,300
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $65.9K | Buy |
1,300
+500
| +63% | +$25.4K | 0.01% | 223 |
|
|
2023
Q2 | $46.7K | Buy |
+800
| New | +$46.7K | 0.01% | 226 |
|