Summit Securities Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
+154
| New | +$10.6K | ﹤0.01% | 748 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 439 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 546 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$18K | – | 548 |
|
|
2023
Q2 | $18K | Sell |
300
-151
| -33% | -$9.06K | ﹤0.01% | 535 |
|
|
2023
Q1 | $28K | Buy |
451
+217
| +93% | +$13.5K | ﹤0.01% | 425 |
|
|
2022
Q4 | $15K | Sell |
234
-2,606
| -92% | -$167K | ﹤0.01% | 725 |
|
|
2022
Q3 | $169K | Buy |
2,840
+2,058
| +263% | +$122K | 0.01% | 287 |
|
|
2022
Q2 | $51K | Sell |
782
-3,812
| -83% | -$249K | 0.01% | 368 |
|
|
2022
Q1 | $314K | Buy |
+4,594
| New | +$314K | 0.04% | 176 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 172 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 158 |
|