Steward Partners Investment Advisory’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $281K | Buy |
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|
2024
Q4 | $238K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $151K | Buy |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $91.1K | Sell |
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|
2023
Q3 | $96.3K | Sell |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $759K | Buy |
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|
2022
Q4 | $714K | Buy |
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|
2022
Q3 | $625K | Sell |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | $129K | Hold |
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|
2020
Q2 | $150K | Sell |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $275K | Buy |
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|
2019
Q3 | $245K | Buy |
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|
2019
Q2 | $101K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $99K | Sell |
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|
2018
Q2 | $193K | Buy |
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