Stoneridge Investment Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,778
| Closed | -$1.87M | – | 132 |
|
|
2023
Q4 | $1.87M | Buy |
+35,778
| New | +$1.87M | 0.79% | 45 |
|
|
2021
Q3 | – | Sell |
-6,100
| Closed | -$369K | – | 119 |
|
|
2021
Q2 | $369K | Buy |
+6,100
| New | +$369K | 0.18% | 87 |
|
|
2021
Q1 | – | Sell |
-30,757
| Closed | -$1.71M | – | 120 |
|
|
2020
Q4 | $1.71M | Sell |
30,757
-9,244
| -23% | -$513K | 0.99% | 32 |
|
|
2020
Q3 | $2.03M | Buy |
+40,001
| New | +$2.03M | 1.34% | 20 |
|