SGCA
Steel Grove Capital Advisors’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
27,593
-1,982
| -7% | -$137K | 0.23% | 55 |
|
|
2025
Q1 | $2.04M | Buy |
29,575
+372
| +1% | +$25.6K | 0.31% | 41 |
|
|
2024
Q4 | $1.8M | Sell |
29,203
-1,074
| -4% | -$66.1K | 0.25% | 51 |
|
|
2024
Q3 | $1.88M | Sell |
30,277
-932
| -3% | -$57.7K | 0.26% | 52 |
|
|
2024
Q2 | $1.65M | Buy |
31,209
+1,146
| +4% | +$60.7K | 0.23% | 62 |
|
|
2024
Q1 | $1.6M | Buy |
30,063
+23,683
| +371% | +$1.26M | 0.21% | 72 |
|
|
2023
Q4 | $333K | Sell |
6,380
-23,058
| -78% | -$1.2M | 0.05% | 133 |
|
|
2023
Q3 | $1.49M | Sell |
29,438
-869
| -3% | -$44.1K | 0.2% | 76 |
|
|
2023
Q2 | $1.77M | Buy |
30,307
+1
| +0% | +$58 | 0.22% | 70 |
|
|
2023
Q1 | $1.85M | Buy |
+30,306
| New | +$1.85M | 0.25% | 66 |
|