Summit Trail Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
6,096
+1,957
| +47% | +$135K | 0.01% | 794 |
|
|
2025
Q1 | $285K | Sell |
4,139
-2,776
| -40% | -$191K | 0.01% | 333 |
|
|
2024
Q4 | $426K | Buy |
6,915
+2,195
| +47% | +$135K | 0.02% | 243 |
|
|
2024
Q3 | $293K | Buy |
+4,720
| New | +$293K | 0.01% | 552 |
|
|
2018
Q4 | – | Sell |
-2,349
| Closed | -$129K | – | 158 |
|
|
2018
Q3 | $129K | Buy |
2,349
+88
| +4% | +$4.83K | 0.03% | 240 |
|
|
2018
Q2 | $127K | Buy |
+2,261
| New | +$127K | 0.04% | 181 |
|