Summit Global Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Sell |
92,676
-108,532
| -54% | -$7.48M | 0.38% | 45 |
|
|
2025
Q1 | $13.9M | Buy |
201,208
+46,894
| +30% | +$3.23M | 1.01% | 13 |
|
|
2024
Q4 | $9.5M | Buy |
154,314
+39,211
| +34% | +$2.41M | 0.59% | 40 |
|
|
2024
Q3 | $7.14M | Sell |
115,103
-15,863
| -12% | -$984K | 0.46% | 47 |
|
|
2024
Q2 | $6.94M | Buy |
130,966
+15,937
| +14% | +$844K | 0.47% | 45 |
|
|
2024
Q1 | $6.14M | Sell |
115,029
-32,173
| -22% | -$1.72M | 0.46% | 53 |
|
|
2023
Q4 | $7.68M | Buy |
+147,202
| New | +$7.68M | 0.5% | 42 |
|
|
2023
Q3 | – | Sell |
-84,916
| Closed | -$4.96M | – | 545 |
|
|
2023
Q2 | $4.96M | Sell |
84,916
-2,606
| -3% | -$152K | 0.33% | 79 |
|
|
2023
Q1 | $5.35M | Buy |
87,522
+1
| +0% | +$61 | 0.41% | 66 |
|
|
2022
Q4 | $5.51M | Buy |
87,521
+1
| +0% | +$63 | 0.46% | 64 |
|
|
2022
Q3 | $5.2M | Sell |
87,520
-28,897
| -25% | -$1.72M | 0.48% | 60 |
|
|
2022
Q2 | $7.6M | Buy |
116,417
+94,099
| +422% | +$6.14M | 0.67% | 37 |
|
|
2022
Q1 | $1.53M | Sell |
22,318
-5,831
| -21% | -$398K | 0.11% | 177 |
|
|
2021
Q4 | $1.93M | Buy |
28,149
+285
| +1% | +$19.6K | 0.12% | 150 |
|
|
2021
Q3 | $1.73M | Buy |
27,864
+22,667
| +436% | +$1.41M | 0.13% | 141 |
|
|
2021
Q2 | $315K | Sell |
5,197
-5,106
| -50% | -$309K | 0.02% | 450 |
|
|
2021
Q1 | $613K | Buy |
10,303
+1,217
| +13% | +$72.4K | 0.04% | 297 |
|
|
2020
Q4 | $504K | Buy |
9,086
+2,260
| +33% | +$125K | 0.05% | 197 |
|
|
2020
Q3 | $347K | Sell |
6,826
-2,953
| -30% | -$150K | 0.04% | 212 |
|
|
2020
Q2 | $580K | Sell |
9,779
-202,936
| -95% | -$12M | 0.07% | 179 |
|
|
2020
Q1 | $11.7M | Sell |
212,715
-2,410
| -1% | -$133K | 1.71% | 19 |
|
|
2019
Q4 | $14M | Buy |
215,125
+3,324
| +2% | +$216K | 1.52% | 16 |
|
|
2019
Q3 | $14.1M | Buy |
211,801
+4,373
| +2% | +$291K | 1.64% | 13 |
|
|
2019
Q2 | $12.5M | Sell |
207,428
-2,252
| -1% | -$135K | 1.57% | 11 |
|
|
2019
Q1 | $12.2M | Buy |
209,680
+2,455
| +1% | +$143K | 1.55% | 14 |
|
|
2018
Q4 | $11.8M | Buy |
+207,225
| New | +$11.8M | 1.82% | 10 |
|